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 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Tompkins Financial's SHEL Position: Q2 2026 in Review

Tompkins Financial reduced its Shell (SHEL) stake by 9.9% in Q2 2026, selling an estimated $22.8K and leaving 2,394 shares worth $186K. The position accounts for 0.01% of the portfolio, ranked #213.

Tompkins Financial first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $252K in Q1 2025. 1,527 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Tompkins Financial held 2,394 shares of Shell worth $186K as of Q2 2026.
Tompkins Financial sold 264 Shell shares in Q2 2026, an estimated $22.8K.
Shell made up 0.01% of Tompkins Financial's portfolio in Q2 2026, its #213 holding.
Tompkins Financial first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
Tompkins Financial's Shell position peaked at $252K in Q1 2025.
1,527 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.