Old Point Trust & Financial Services N A’s Shell SHEL Stock Holding History

Old Point Trust & Financial Services N A’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	$38.8K	Hold	500	–	–	0.01%	200
2026 Q1	$46.5K	Hold	500	–	–	0.01%	185
2025 Q4	$36.7K	Hold	500	–	–	0.01%	201
2025 Q3	$35.8K	Hold	500	–	–	0.01%	201
2025 Q2	$35.2K	Sell	500 -201	-29%	-$13.5K	0.01%	195
2025 Q1	$51.4K	Hold	701	–	–	0.02%	184
2024 Q4	$43.9K	Hold	701	–	–	0.02%	189
2024 Q3	$46.2K	Hold	701	–	–	0.02%	161
2024 Q2	$50.6K	Sell	701 -1,785	-72%	-$128K	0.02%	152
2024 Q1	$167K	Buy	2,486 +485	+24%	+$31.1K	0.06%	110
2023 Q4	$132K	Buy	+2,001	New	+$131K	0.05%	107
2023 Q3	–	Sell	-2,501	Closed	-$151K	–	218
2023 Q2	$151K	Buy	+2,501	New	+$150K	0.06%	92

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

Old Point Trust & Financial Services N A's SHEL Position: Q2 2026 in Review

Old Point Trust & Financial Services N A held its Shell (SHEL) position steady in Q2 2026 at 500 shares worth $38.8K. The position accounts for 0.01% of the portfolio, ranked #200.

Old Point Trust & Financial Services N A first reported a position in SHEL in Q2 2023 and has held it in 12 quarters since. The position peaked at $167K in Q1 2024. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Old Point Trust & Financial Services N A held 500 shares of Shell worth $38.8K as of Q2 2026.
Old Point Trust & Financial Services N A left its Shell share count unchanged in Q2 2026.
Shell made up 0.01% of Old Point Trust & Financial Services N A's portfolio in Q2 2026, its #200 holding.
Old Point Trust & Financial Services N A first reported a position in Shell in Q2 2023 and has held it in 12 quarters since.
Old Point Trust & Financial Services N A's Shell position peaked at $167K in Q1 2024.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Old Point Trust & Financial Services N A's 13F filing for Q2 2026, filed 30 Jul 2026.