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Montecito Bank & Trust’s Shell SHEL Stock Holding History

Montecito Bank & Trust’s Portfolio SHEL Stock Details SHEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$265K Sell
2,785
-90
-3% -$8.12K 0.04% 247
2026
Q2 		$223K Buy
2,875
+15
+0.5% +$1.29K 0.03% 260
2026
Q1 		$266K Sell
2,860
-260
-8% -$21K 0.04% 243
2025
Q4 		$229K Hold
3,120
– – 0.04% 256
2025
Q3 		$223K Buy
+3,120
New +$225K 0.03% 266
2025
Q1 		$244K Sell
3,325
-670
-17% -$45.1K 0.04% 259
2024
Q4 		$250K Buy
3,995
+900
+29% +$59K 0.04% 258
2024
Q3 		$204K Buy
3,095
+260
+9% +$18.4K 0.03% 274
2024
Q2 		$205K Sell
2,835
-747
-21% -$53.4K 0.04% 254
2024
Q1 		$240K Buy
3,582
+207
+6% +$13.3K 0.05% 250
2023
Q4 		$222K Buy
+3,375
New +$221K 0.05% 239

Other funds holding SHEL

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Montecito Bank & Trust's SHEL Position: Q3 2026 in Review

Montecito Bank & Trust reduced its Shell (SHEL) stake by 3.1% in Q3 2026, selling an estimated $8.12K and leaving 2,785 shares worth $265K. The position accounts for 0.04% of the portfolio, ranked #247.

Montecito Bank & Trust first reported a position in SHEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $266K in Q1 2026. 90 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Montecito Bank & Trust held 2,785 shares of Shell worth $265K as of Q3 2026.
  • Montecito Bank & Trust sold 90 Shell shares in Q3 2026, an estimated $8.12K.
  • Shell made up 0.04% of Montecito Bank & Trust's portfolio in Q3 2026, its #247 holding.
  • Montecito Bank & Trust first reported a position in Shell in Q4 2023 and has held it in 11 quarters since.
  • Montecito Bank & Trust's Shell position peaked at $266K in Q1 2026.
  • 90 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Montecito Bank & Trust's 13F filing for Q3 2026, filed 1 Oct 2026.