Tompkins Financial’s Shell SHEL Stock Holding History

Tompkins Financial’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 Q3	$228K	Hold	2,394	–	–	0.02%	193
2026 Q2	$186K	Sell	2,394 -264	-10%	-$22.8K	0.01%	213
2026 Q1	$247K	Buy	2,658 +220	+9%	+$17.8K	0.02%	181
2025 Q4	$179K	Hold	2,438	–	–	0.01%	207
2025 Q3	$174K	Hold	2,438	–	–	0.01%	202
2025 Q2	$172K	Sell	2,438 -1,001	-29%	-$67.1K	0.02%	200
2025 Q1	$252K	Buy	3,439 +209	+6%	+$14.1K	0.02%	165
2024 Q4	$202K	Hold	3,230	–	–	0.02%	182
2024 Q3	$213K	Hold	3,230	–	–	0.02%	189
2024 Q2	$233K	Hold	3,230	–	–	0.02%	178
2024 Q1	$217K	Hold	3,230	–	–	0.02%	190
2023 Q4	$213K	Hold	3,230	–	–	0.03%	188
2023 Q3	$208K	Hold	3,230	–	–	0.03%	168
2023 Q2	$195K	Hold	3,230	–	–	0.03%	183
2023 Q1	$186K	Hold	3,230	–	–	0.03%	185
2022 Q4	$184K	Hold	3,230	–	–	0.03%	184
2022 Q3	$161K	Hold	3,230	–	–	0.03%	197
2022 Q2	$169K	Buy	+3,230	New	+$181K	0.03%	200

Other funds holding SHEL

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

AIA

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return

ERP

Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return

EPAM

Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Tompkins Financial's SHEL Position: Q3 2026 in Review

Tompkins Financial held its Shell (SHEL) position steady in Q3 2026 at 2,394 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #193.

Tompkins Financial first reported a position in SHEL in Q2 2022 and has held it in 18 quarters since. The position peaked at $252K in Q1 2025. 217 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

Tompkins Financial held 2,394 shares of Shell worth $228K as of Q3 2026.
Tompkins Financial left its Shell share count unchanged in Q3 2026.
Shell made up 0.02% of Tompkins Financial's portfolio in Q3 2026, its #193 holding.
Tompkins Financial first reported a position in Shell in Q2 2022 and has held it in 18 quarters since.
Tompkins Financial's Shell position peaked at $252K in Q1 2025.
217 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.