Philadelphia Trust Company’s Shell SHEL Stock Holding History

Philadelphia 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
2026 Q1	$778K	Buy	8,367 +17	+0.2%	+$1.37K	0.05%	133
2025 Q4	$614K	Hold	8,350	–	–	0.04%	145
2025 Q3	$597K	Hold	8,350	–	–	0.04%	145
2025 Q2	$588K	Hold	8,350	–	–	0.05%	144
2025 Q1	$612K	Hold	8,350	–	–	0.05%	139
2024 Q4	$523K	Sell	8,350 -49	-0.6%	-$3.21K	0.04%	147
2024 Q3	$554K	Buy	8,399 +49	+0.6%	+$3.47K	0.04%	153
2024 Q2	$603K	Hold	8,350	–	–	0.05%	140
2024 Q1	$560K	Hold	8,350	–	–	0.05%	142
2023 Q4	$549K	Hold	8,350	–	–	0.05%	144
2023 Q3	$538K	Hold	8,350	–	–	0.06%	144
2023 Q2	$504K	Hold	8,350	–	–	0.05%	153
2023 Q1	$480K	Hold	8,350	–	–	0.05%	156
2022 Q4	$476K	Hold	8,350	–	–	0.05%	155
2022 Q3	$415K	Buy	8,350 +375	+5%	+$19.3K	0.05%	159
2022 Q2	$417K	Hold	7,975	–	–	0.04%	158
2022 Q1	$438K	Buy	+7,975	New	+$423K	0.03%	176

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Philadelphia Trust Company's SHEL Position: Q1 2026 in Review

Philadelphia Trust Company increased its Shell (SHEL) stake by 0.2% in Q1 2026, buying an estimated $1.37K and bringing the position to 8,367 shares worth $778K. The position accounts for 0.05% of the portfolio, ranked #133.

Philadelphia Trust Company first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,585 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Philadelphia Trust Company held 8,367 shares of Shell worth $778K as of Q1 2026.
Philadelphia Trust Company bought 17 Shell shares in Q1 2026, an estimated $1.37K.
Shell made up 0.05% of Philadelphia Trust Company's portfolio in Q1 2026, its #133 holding.
Philadelphia Trust Company first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
1,585 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Philadelphia Trust Company's 13F filing for Q1 2026, filed 13 May 2026.