Riverview Trust Company’s Shell SHEL Stock Holding History

Riverview 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	$176K	Sell	1,889 -740	-28%	-$59.8K	0.22%	62
2025 Q4	$193K	Hold	2,629	–	–	0.23%	59
2025 Q3	$188K	Hold	2,629	–	–	0.23%	62
2025 Q2	$185K	Hold	2,629	–	–	0.23%	59
2025 Q1	$193K	Hold	2,629	–	–	0.19%	93
2024 Q4	$165K	Hold	2,629	–	–	0.15%	108
2024 Q3	$173K	Hold	2,629	–	–	0.15%	108
2024 Q2	$190K	Hold	2,629	–	–	0.18%	89
2024 Q1	$176K	Buy	+2,629	New	+$168K	0.14%	108
2023 Q4	–	Sell	-2,629	Closed	-$169K	–	546
2023 Q3	$169K	Buy	2,629 +740	+39%	+$46.1K	0.15%	102
2023 Q2	$114K	Hold	1,889	–	–	0.1%	129
2023 Q1	$109K	Hold	1,889	–	–	0.1%	133
2022 Q4	$108K	Hold	1,889	–	–	0.1%	137
2022 Q3	$94K	Hold	1,889	–	–	0.09%	143
2022 Q2	$99K	Buy	+1,889	New	+$106K	0.09%	147

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

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

Riverview Trust Company reduced its Shell (SHEL) stake by 28% in Q1 2026, selling an estimated $59.8K and leaving 1,889 shares worth $176K. The position accounts for 0.22% of the portfolio, ranked #62.

Riverview Trust Company first reported a position in SHEL in Q2 2022 and has held it in 15 quarters since. The position peaked at $193K in Q4 2025. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Riverview Trust Company held 1,889 shares of Shell worth $176K as of Q1 2026.
Riverview Trust Company sold 740 Shell shares in Q1 2026, an estimated $59.8K.
Shell made up 0.22% of Riverview Trust Company's portfolio in Q1 2026, its #62 holding.
Riverview Trust Company first reported a position in Shell in Q2 2022 and has held it in 15 quarters since.
Riverview Trust Company's Shell position peaked at $193K in Q4 2025.
1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Riverview Trust Company's 13F filing for Q1 2026, filed 1 May 2026.