Security National Bank’s Shell SHEL Stock Holding History

Security National Bank’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	$25.7K	Buy	332 +132	+66%	+$11.4K	﹤0.01%	284
2026 Q1	$18.6K	Hold	200	–	–	﹤0.01%	298
2025 Q4	$14.7K	Hold	200	–	–	﹤0.01%	295
2025 Q3	$14.3K	Hold	200	–	–	﹤0.01%	303
2025 Q2	$14.1K	Buy	+200	New	+$13.4K	﹤0.01%	272

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Security National Bank's SHEL Position: Q2 2026 in Review

Security National Bank increased its Shell (SHEL) stake by 66% in Q2 2026, buying an estimated $11.4K and bringing the position to 332 shares worth $25.7K. The position accounts for ﹤0.01% of the portfolio, ranked #284.

Security National Bank first reported a position in SHEL in Q2 2025 and has held it in 5 quarters since. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Security National Bank held 332 shares of Shell worth $25.7K as of Q2 2026.
Security National Bank bought 132 Shell shares in Q2 2026, an estimated $11.4K.
Shell made up ﹤0.01% of Security National Bank's portfolio in Q2 2026, its #284 holding.
Security National Bank first reported a position in Shell in Q2 2025 and has held it in 5 quarters since.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.