Sentinel Trust’s Shell SHEL Stock Holding History

Sentinel 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
2026 Q2	$1.63M	Hold	21,037	–	–	0.14%	63
2026 Q1	$1.96M	Hold	21,037	–	–	0.19%	55
2025 Q4	$1.55M	Hold	21,037	–	–	0.15%	60
2025 Q3	$1.5M	Sell	21,037 -6,713	-24%	-$483K	0.15%	62
2025 Q2	$1.95M	Buy	27,750 +230	+0.8%	+$15.4K	0.21%	51
2025 Q1	$2.02M	Hold	27,520	–	–	0.24%	51
2024 Q4	$1.72M	Hold	27,520	–	–	0.2%	57
2024 Q3	$1.81M	Hold	27,520	–	–	0.21%	58
2024 Q2	$1.99M	Hold	27,520	–	–	0.24%	56
2024 Q1	$1.84M	Buy	27,520 +14,000	+104%	+$897K	0.24%	58
2023 Q4	$890K	Sell	13,520 -28,000	-67%	-$1.84M	0.12%	82
2023 Q3	$2.67M	Hold	41,520	–	–	0.38%	42
2023 Q2	$2.51M	Hold	41,520	–	–	0.34%	44
2023 Q1	$2.39M	Hold	41,520	–	–	0.34%	44
2022 Q4	$2.37M	Hold	41,520	–	–	0.37%	38
2022 Q3	$2.07M	Hold	41,520	–	–	0.34%	40
2022 Q2	$2.17M	Sell	41,520 -2,000	-5%	-$112K	0.33%	40
2022 Q1	$2.39M	Buy	+43,520	New	+$2.31M	0.29%	47

Other funds holding SHEL

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

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

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

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

Sentinel Trust's SHEL Position: Q2 2026 in Review

Sentinel Trust held its Shell (SHEL) position steady in Q2 2026 at 21,037 shares worth $1.63M. The position accounts for 0.14% of the portfolio, ranked #63.

Sentinel Trust first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.67M in Q3 2023. 473 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Sentinel Trust held 21,037 shares of Shell worth $1.63M as of Q2 2026.
Sentinel Trust left its Shell share count unchanged in Q2 2026.
Shell made up 0.14% of Sentinel Trust's portfolio in Q2 2026, its #63 holding.
Sentinel Trust first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Sentinel Trust's Shell position peaked at $2.67M in Q3 2023.
473 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Sentinel Trust's 13F filing for Q2 2026, filed 13 Jul 2026.