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Spinnaker Trust’s Shell SHEL Stock Holding History

Spinnaker 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
Q1 		$263K Hold
2,833
– – 0.01% 265
2025
Q4 		$208K Hold
2,833
– – 0.01% 290
2025
Q3 		$203K Buy
+2,833
New +$204K 0.01% 290
2025
Q2 		– Sell
-3,049
Closed -$223K – 292
2025
Q1 		$223K Buy
+3,049
New +$205K 0.01% 267

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Spinnaker Trust's SHEL Position: Q1 2026 in Review

Spinnaker Trust held its Shell (SHEL) position steady in Q1 2026 at 2,833 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #265.

Spinnaker Trust first reported a position in SHEL in Q1 2025 and has held it in 4 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Spinnaker Trust held 2,833 shares of Shell worth $263K as of Q1 2026.
  • Spinnaker Trust left its Shell share count unchanged in Q1 2026.
  • Shell made up 0.01% of Spinnaker Trust's portfolio in Q1 2026, its #265 holding.
  • Spinnaker Trust first reported a position in Shell in Q1 2025 and has held it in 4 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Spinnaker Trust's 13F filing for Q1 2026, filed 23 Apr 2026.