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TCV Trust & Wealth Management’s Shell SHEL Stock Holding History

TCV Trust & Wealth Management’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 		$467K Buy
6,018
+71
+1% +$6.13K 0.04% 156
2026
Q1 		$553K Sell
5,947
-125
-2% -$10.1K 0.05% 135
2025
Q4 		$446K Sell
6,072
-400
-6% -$29.5K 0.04% 157
2025
Q3 		$463K Buy
6,472
+3,400
+111% +$245K 0.04% 153
2025
Q2 		$216K Buy
3,072
+247
+9% +$16.6K 0.02% 204
2025
Q1 		$207K Buy
+2,825
New +$190K 0.02% 202
2024
Q3 		– Sell
-3,099
Closed -$224K – 207
2024
Q2 		$224K Hold
3,099
– – 0.02% 187
2024
Q1 		$208K Sell
3,099
-400
-11% -$25.6K 0.02% 192
2023
Q4 		$230K Sell
3,499
-400
-10% -$26.2K 0.02% 175
2023
Q3 		$251K Buy
+3,899
New +$243K 0.03% 172

Other funds holding SHEL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
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
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

TCV Trust & Wealth Management's SHEL Position: Q2 2026 in Review

TCV Trust & Wealth Management increased its Shell (SHEL) stake by 1.2% in Q2 2026, buying an estimated $6.13K and bringing the position to 6,018 shares worth $467K. The position accounts for 0.04% of the portfolio, ranked #156.

TCV Trust & Wealth Management first reported a position in SHEL in Q3 2023 and has held it in 10 quarters since. The position peaked at $553K in Q1 2026. 690 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • TCV Trust & Wealth Management held 6,018 shares of Shell worth $467K as of Q2 2026.
  • TCV Trust & Wealth Management bought 71 Shell shares in Q2 2026, an estimated $6.13K.
  • Shell made up 0.04% of TCV Trust & Wealth Management's portfolio in Q2 2026, its #156 holding.
  • TCV Trust & Wealth Management first reported a position in Shell in Q3 2023 and has held it in 10 quarters since.
  • TCV Trust & Wealth Management's Shell position peaked at $553K in Q1 2026.
  • 690 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on TCV Trust & Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.