Nixon Peabody Trust’s Shell SHEL Stock Holding History

Nixon Peabody 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 Q2	$11.5M	Buy	148,781 +1,973	+1%	+$170K	0.82%	38
2026 Q1	$13.7M	Buy	146,808 +49,273	+51%	+$3.98M	1.09%	28
2025 Q4	$7.17M	Sell	97,535 -407	-0.4%	-$30K	0.54%	54
2025 Q3	$7.01M	Buy	97,942 +3,855	+4%	+$278K	0.51%	55
2025 Q2	$6.62M	Buy	94,087 +15,359	+20%	+$1.03M	0.51%	53
2025 Q1	$5.77M	Buy	+78,728	New	+$5.3M	0.49%	55

Other funds holding SHEL

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

TNB

Thomasville National Bank Thomasville, Georgia $1.82B AUM

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Nixon Peabody Trust's SHEL Position: Q2 2026 in Review

Nixon Peabody Trust increased its Shell (SHEL) stake by 1.3% in Q2 2026, buying an estimated $170K and bringing the position to 148,781 shares worth $11.5M. The position accounts for 0.82% of the portfolio, ranked #38.

Nixon Peabody Trust first reported a position in SHEL in Q1 2025 and has held it in 6 quarters since. The position peaked at $13.7M in Q1 2026. 564 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Nixon Peabody Trust held 148,781 shares of Shell worth $11.5M as of Q2 2026.
Nixon Peabody Trust bought 1,973 Shell shares in Q2 2026, an estimated $170K.
Shell made up 0.82% of Nixon Peabody Trust's portfolio in Q2 2026, its #38 holding.
Nixon Peabody Trust first reported a position in Shell in Q1 2025 and has held it in 6 quarters since.
Nixon Peabody Trust's Shell position peaked at $13.7M in Q1 2026.
564 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Nixon Peabody Trust's 13F filing for Q2 2026, filed 27 Jul 2026.