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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
Q2 		$3.19M Buy
41,147
+1,794
+5% +$155K 0.08% 157
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

PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Sanibel Captiva Trust Company's SHEL Position: Q2 2026 in Review

Sanibel Captiva Trust Company increased its Shell (SHEL) stake by 4.6% in Q2 2026, buying an estimated $155K and bringing the position to 41,147 shares worth $3.19M. The position accounts for 0.08% of the portfolio, ranked #157.

Sanibel Captiva Trust Company first reported a position in SHEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.66M in Q1 2026. 518 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Sanibel Captiva Trust Company held 41,147 shares of Shell worth $3.19M as of Q2 2026.
  • Sanibel Captiva Trust Company bought 1,794 Shell shares in Q2 2026, an estimated $155K.
  • Shell made up 0.08% of Sanibel Captiva Trust Company's portfolio in Q2 2026, its #157 holding.
  • Sanibel Captiva Trust Company first reported a position in Shell in Q4 2023 and has held it in 11 quarters since.
  • Sanibel Captiva Trust Company's Shell position peaked at $3.66M in Q1 2026.
  • 518 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Sanibel Captiva Trust Company's 13F filing for Q2 2026, filed 27 Jul 2026.