Pictet Bank & Trust’s Shell SHEL Stock Holding History

Pictet Bank & 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
2025 Q3	–	Sell	-8,400	Closed	-$591K	–	38
2025 Q2	$591K	Hold	8,400	–	–	0.69%	31
2025 Q1	$616K	Sell	8,400 -255	-3%	-$17.2K	0.75%	30
2024 Q4	$542K	Sell	8,655 -95	-1%	-$6.23K	0.54%	34
2024 Q3	$577K	Sell	8,750 -120	-1%	-$8.5K	0.58%	32
2024 Q2	$640K	Hold	8,870	–	–	0.65%	30
2024 Q1	$595K	Sell	8,870 -800	-8%	-$51.3K	0.62%	31
2023 Q4	$636K	Hold	9,670	–	–	0.64%	31
2023 Q3	$623K	Hold	9,670	–	–	0.67%	32
2023 Q2	$584K	Sell	9,670 -630	-6%	-$37.8K	0.48%	33
2023 Q1	$593K	Hold	10,300	–	–	0.41%	34
2022 Q4	$587K	Hold	10,300	–	–	0.69%	32
2022 Q3	$513K	Sell	10,300 -320	-3%	-$16.5K	0.66%	33
2022 Q2	$555K	Buy	10,620 +20	+0.2%	+$1.12K	0.38%	45
2022 Q1	$582K	Buy	+10,600	New	+$563K	0.33%	49

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

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Pictet Bank & Trust's SHEL Position: Q3 2025 in Review

Pictet Bank & Trust sold out of Shell (SHEL) in Q3 2025, closing a stake of 8,400 shares — an estimated $591K sold.

Pictet Bank & Trust first reported a position in SHEL in Q1 2022 and held it in 14 quarters. The position peaked at $640K in Q2 2024. 1,391 funds tracked by Wall St. Rank hold SHEL as of Q3 2025.

Pictet Bank & Trust reported no remaining Shell position as of Q3 2025 after selling out during the quarter.
Pictet Bank & Trust sold 8,400 Shell shares in Q3 2025, an estimated $591K.
Pictet Bank & Trust first reported a position in Shell in Q1 2022 and held it in 14 quarters.
Pictet Bank & Trust's Shell position peaked at $640K in Q2 2024.
1,391 funds tracked by Wall St. Rank held Shell as of Q3 2025.

Based on Pictet Bank & Trust's 13F filing for Q3 2025, filed 21 Oct 2025.