Sanibel Captiva Trust Company’s Shell SHEL Stock Holding History

Sanibel Captiva 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	$3.66M	Sell	39,353 -2,395	-6%	-$194K	0.1%	145
2025 Q4	$3.07M	Sell	41,748 -255	-0.6%	-$18.8K	0.08%	155
2025 Q3	$3M	Buy	42,003 +849	+2%	+$61.1K	0.09%	153
2025 Q2	$2.9M	Buy	41,154 +1,768	+4%	+$119K	0.09%	152
2025 Q1	$2.89M	Sell	39,386 -1,132	-3%	-$76.3K	0.09%	144
2024 Q4	$2.54M	Buy	40,518 +17,267	+74%	+$1.13M	0.08%	152
2024 Q3	$1.53M	Buy	23,251 +1,321	+6%	+$93.6K	0.05%	186
2024 Q2	$1.58M	Buy	21,930 +209	+1%	+$14.9K	0.05%	175
2024 Q1	$1.46M	Buy	21,721 +29	+0.1%	+$1.86K	0.05%	175
2023 Q4	$1.43M	Buy	+21,692	New	+$1.42M	0.05%	171

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

Sanibel Captiva Trust Company's SHEL Position: Q1 2026 in Review

Sanibel Captiva Trust Company reduced its Shell (SHEL) stake by 5.7% in Q1 2026, selling an estimated $194K and leaving 39,353 shares worth $3.66M. The position accounts for 0.1% of the portfolio, ranked #145.

Sanibel Captiva Trust Company first reported a position in SHEL in Q4 2023 and has held it in 10 quarters since. 1,586 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Sanibel Captiva Trust Company held 39,353 shares of Shell worth $3.66M as of Q1 2026.
Sanibel Captiva Trust Company sold 2,395 Shell shares in Q1 2026, an estimated $194K.
Shell made up 0.1% of Sanibel Captiva Trust Company's portfolio in Q1 2026, its #145 holding.
Sanibel Captiva Trust Company first reported a position in Shell in Q4 2023 and has held it in 10 quarters since.
1,586 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q1 2026, filed 15 May 2026.