Trinity Legacy Partners’s Shell SHEL Stock Holding History

Trinity Legacy Partners’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	$248K	Sell	2,919 -6	-0.2%	-$518	0.05%	105
2026 Q1	$267K	Sell	2,925 -506	-15%	-$40.9K	0.06%	98
2025 Q4	$252K	Sell	3,431 -8	-0.2%	-$589	0.06%	91
2025 Q3	$258K	Hold	3,439	–	–	0.06%	90
2025 Q2	$243K	Hold	3,439	–	–	0.06%	87
2025 Q1	$233K	Sell	3,439 -3	-0.1%	-$202	0.06%	85
2024 Q4	$216K	Hold	3,442	–	–	0.06%	90
2024 Q3	$235K	Sell	3,442 -114	-3%	-$8.07K	0.06%	92
2024 Q2	$257K	Buy	3,556 +106	+3%	+$7.58K	0.07%	88
2024 Q1	$231K	Sell	3,450 -400	-10%	-$25.6K	0.07%	97
2023 Q4	$253K	Buy	3,850 +65	+2%	+$4.26K	0.08%	97
2023 Q3	$244K	Hold	3,785	–	–	0.08%	89
2023 Q2	$229K	Hold	3,785	–	–	0.08%	75
2023 Q1	$218K	Buy	3,785 +36	+1%	+$2.12K	0.08%	79
2022 Q4	$214K	Buy	+3,749	New	+$207K	0.09%	75

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

Trinity Legacy Partners's SHEL Position: Q2 2026 in Review

Trinity Legacy Partners reduced its Shell (SHEL) stake by 0.21% in Q2 2026, selling an estimated $518 and leaving 2,919 shares worth $248K. The position accounts for 0.05% of the portfolio, ranked #105.

Trinity Legacy Partners first reported a position in SHEL in Q4 2022 and has held it in 15 quarters since. The position peaked at $267K in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Trinity Legacy Partners held 2,919 shares of Shell worth $248K as of Q2 2026.
Trinity Legacy Partners sold 6 Shell shares in Q2 2026, an estimated $518.
Shell made up 0.05% of Trinity Legacy Partners's portfolio in Q2 2026, its #105 holding.
Trinity Legacy Partners first reported a position in Shell in Q4 2022 and has held it in 15 quarters since.
Trinity Legacy Partners's Shell position peaked at $267K in Q1 2026.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Trinity Legacy Partners's 13F filing for Q2 2026, filed 24 Jul 2026.