NBT Bank’s Shell SHEL Stock Holding History

NBT Bank’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	$602K	Sell	7,761 -405	-5%	-$35K	0.04%	247
2026 Q1	$759K	Sell	8,166 -32	-0.4%	-$2.59K	0.05%	234
2025 Q4	$600K	Buy	8,198 +73	+0.9%	+$5.38K	0.04%	249
2025 Q3	$581K	Sell	8,125 -1,000	-11%	-$72K	0.04%	257
2025 Q2	$642K	Sell	9,125 -100	-1%	-$6.7K	0.04%	246
2025 Q1	$676K	Sell	9,225 -100	-1%	-$6.74K	0.05%	242
2024 Q4	$584K	Sell	9,325 -100	-1%	-$6.55K	0.04%	258
2024 Q3	$622K	Sell	9,425 -125	-1%	-$8.85K	0.04%	258
2024 Q2	$689K	Hold	9,550	–	–	0.05%	246
2024 Q1	$640K	Sell	9,550 -82	-0.9%	-$5.25K	0.05%	248
2023 Q4	$634K	Buy	9,632 +1,782	+23%	+$117K	0.05%	241
2023 Q3	$505K	Sell	7,850 -2,000	-20%	-$124K	0.05%	217
2023 Q2	$595K	Hold	9,850	–	–	0.08%	163
2023 Q1	$567K	Hold	9,850	–	–	0.08%	168
2022 Q4	$561K	Buy	9,850 +3	+0%	+$165	0.08%	166
2022 Q3	$490K	Sell	9,847 -3	-0%	-$155	0.08%	162
2022 Q2	$515K	Buy	+9,850	New	+$553K	0.08%	160

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

NBT Bank's SHEL Position: Q2 2026 in Review

NBT Bank reduced its Shell (SHEL) stake by 5% in Q2 2026, selling an estimated $35K and leaving 7,761 shares worth $602K. The position accounts for 0.04% of the portfolio, ranked #247.

NBT Bank first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $759K in Q1 2026. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

NBT Bank held 7,761 shares of Shell worth $602K as of Q2 2026.
NBT Bank sold 405 Shell shares in Q2 2026, an estimated $35K.
Shell made up 0.04% of NBT Bank's portfolio in Q2 2026, its #247 holding.
NBT Bank first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
NBT Bank's Shell position peaked at $759K in Q1 2026.
1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.