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Summit Trail Advisors’s Shell SHEL Stock Holding History

Summit Trail Advisors’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 		$3.04M Buy
32,659
+20,938
+179% +$1.69M 0.04% 304
2025
Q4 		$861K Sell
11,721
-2,528
-18% -$186K 0.01% 890
2025
Q3 		$1.02M Buy
14,249
+504
+4% +$36.3K 0.01% 822
2025
Q2 		$968K Buy
+13,745
New +$921K 0.02% 495
2024
Q4 		– Sell
-8,670
Closed -$572K – 699
2024
Q3 		$572K Sell
8,670
-39
-0.4% -$2.76K 0.01% 370
2024
Q2 		$629K Buy
8,709
+4,791
+122% +$342K 0.02% 329
2024
Q1 		$263K Buy
3,918
+166
+4% +$10.6K 0.01% 502
2023
Q4 		$247K Buy
3,752
+601
+19% +$39.4K 0.01% 443
2023
Q3 		$203K Sell
3,151
-760
-19% -$47.3K 0.01% 499
2023
Q2 		$236K Buy
+3,911
New +$235K 0.01% 433

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

Summit Trail Advisors's SHEL Position: Q1 2026 in Review

Summit Trail Advisors increased its Shell (SHEL) stake by 179% in Q1 2026, buying an estimated $1.69M and bringing the position to 32,659 shares worth $3.04M. The position accounts for 0.04% of the portfolio, ranked #304.

Summit Trail Advisors first reported a position in SHEL in Q2 2023 and has held it in 10 quarters since. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Summit Trail Advisors held 32,659 shares of Shell worth $3.04M as of Q1 2026.
  • Summit Trail Advisors bought 20,938 Shell shares in Q1 2026, an estimated $1.69M.
  • Shell made up 0.04% of Summit Trail Advisors's portfolio in Q1 2026, its #304 holding.
  • Summit Trail Advisors first reported a position in Shell in Q2 2023 and has held it in 10 quarters since.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.