TIAA Trust, National Association
SHEL icon

TIAA Trust, National Association’s Shell SHEL Stock Holding History

TIAA Trust, National Association’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 		– Sell
-13,248
Closed -$973K – 618
2025
Q4 		$973K Buy
13,248
+1,767
+15% +$130K ﹤0.01% 385
2025
Q3 		$821K Buy
11,481
+2,055
+22% +$148K ﹤0.01% 414
2025
Q2 		$664K Sell
9,426
-1,482
-14% -$99.3K ﹤0.01% 422
2025
Q1 		$799K Sell
10,908
-801
-7% -$54K ﹤0.01% 393
2024
Q4 		$734K Sell
11,709
-1,134
-9% -$74.3K ﹤0.01% 404
2024
Q3 		$847K Sell
12,843
-949
-7% -$67.2K ﹤0.01% 391
2024
Q2 		$996K Buy
13,792
+224
+2% +$16K ﹤0.01% 350
2024
Q1 		$910K Buy
13,568
+630
+5% +$40.4K ﹤0.01% 362
2023
Q4 		$851K Sell
12,938
-543
-4% -$35.6K ﹤0.01% 349
2023
Q3 		$868K Buy
+13,481
New +$839K ﹤0.01% 343

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

TIAA Trust, National Association's SHEL Position: Q1 2026 in Review

TIAA Trust, National Association sold out of Shell (SHEL) in Q1 2026, closing a stake of 13,248 shares — an estimated $973K sold.

TIAA Trust, National Association first reported a position in SHEL in Q3 2023 and held it in 10 quarters. The position peaked at $996K in Q2 2024. 1,592 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • TIAA Trust, National Association reported no remaining Shell position as of Q1 2026 after selling out during the quarter.
  • TIAA Trust, National Association sold 13,248 Shell shares in Q1 2026, an estimated $973K.
  • TIAA Trust, National Association first reported a position in Shell in Q3 2023 and held it in 10 quarters.
  • TIAA Trust, National Association's Shell position peaked at $996K in Q2 2024.
  • 1,592 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on TIAA Trust, National Association's 13F filing for Q1 2026, filed 12 May 2026.