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Perkins Coie Trust Company’s Shell SHEL Stock Holding History

Perkins Coie Trust Company’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
2025
Q2 		– Sell
-18
Closed -$1.32K – 441
2025
Q1 		$1.32K Buy
+18
New +$1.21K ﹤0.01% 289
2023
Q4 		– Sell
-28
Closed -$1.8K – 530
2023
Q3 		$1.8K Buy
+28
New +$1.74K ﹤0.01% 360

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Perkins Coie Trust Company's SHEL Position: Q2 2025 in Review

Perkins Coie Trust Company sold out of Shell (SHEL) in Q2 2025, closing a stake of 18 shares — an estimated $1.32K sold.

Perkins Coie Trust Company first reported a position in SHEL in Q3 2023 and held it in 2 quarters. The position peaked at $1.8K in Q3 2023. 1,393 funds tracked by Wall St. Rank hold SHEL as of Q2 2025.

  • Perkins Coie Trust Company reported no remaining Shell position as of Q2 2025 after selling out during the quarter.
  • Perkins Coie Trust Company sold 18 Shell shares in Q2 2025, an estimated $1.32K.
  • Perkins Coie Trust Company first reported a position in Shell in Q3 2023 and held it in 2 quarters.
  • Perkins Coie Trust Company's Shell position peaked at $1.8K in Q3 2023.
  • 1,393 funds tracked by Wall St. Rank held Shell as of Q2 2025.

Based on Perkins Coie Trust Company's 13F filing for Q2 2025, filed 10 Jul 2025.