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Moody National Bank Trust Division’s Shell SHEL Stock Holding History

Moody National Bank Trust Division’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
Q2 		$1.28M Sell
16,511
-2,293
-12% -$198K 0.11% 192
2026
Q1 		$1.75M Buy
18,804
+1,750
+10% +$141K 0.17% 119
2025
Q4 		$1.25M Sell
17,054
-32
-0.2% -$2.36K 0.12% 168
2025
Q3 		$1.22M Buy
17,086
+101
+0.6% +$7.27K 0.1% 207
2025
Q2 		$1.2M Sell
16,985
-241
-1% -$16.2K 0.11% 204
2025
Q1 		$1.26M Buy
17,226
+7,456
+76% +$502K 0.13% 175
2024
Q4 		$612K Buy
9,770
+5,974
+157% +$392K 0.06% 316
2024
Q3 		$250K Sell
3,796
-1,856
-33% -$131K 0.03% 417
2024
Q2 		$408K Sell
5,652
-261
-4% -$18.7K 0.03% 340
2024
Q1 		$396K Sell
5,913
-622
-10% -$39.9K 0.03% 360
2023
Q4 		$430K Sell
6,535
-371
-5% -$24.3K 0.03% 356
2023
Q3 		$445K Hold
6,906
– – 0.03% 415
2023
Q2 		$417K Hold
6,906
– – 0.03% 432
2023
Q1 		$397K Buy
6,906
+368
+6% +$21.6K 0.03% 436
2022
Q4 		$373K Buy
6,538
+304
+5% +$16.8K 0.03% 430
2022
Q3 		$311K Buy
6,234
+300
+5% +$15.5K 0.03% 451
2022
Q2 		$310K Buy
+5,934
New +$333K 0.03% 398

Other funds holding SHEL

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Moody National Bank Trust Division's SHEL Position: Q2 2026 in Review

Moody National Bank Trust Division reduced its Shell (SHEL) stake by 12% in Q2 2026, selling an estimated $198K and leaving 16,511 shares worth $1.28M. The position accounts for 0.11% of the portfolio, ranked #192.

Moody National Bank Trust Division first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.75M in Q1 2026. 725 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Moody National Bank Trust Division held 16,511 shares of Shell worth $1.28M as of Q2 2026.
  • Moody National Bank Trust Division sold 2,293 Shell shares in Q2 2026, an estimated $198K.
  • Shell made up 0.11% of Moody National Bank Trust Division's portfolio in Q2 2026, its #192 holding.
  • Moody National Bank Trust Division first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
  • Moody National Bank Trust Division's Shell position peaked at $1.75M in Q1 2026.
  • 725 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.