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 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 $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Trinity Legacy Partners's SHEL Position: Q1 2026 in Review

Trinity Legacy Partners reduced its Shell (SHEL) stake by 15% in Q1 2026, selling an estimated $40.9K and leaving 2,925 shares worth $267K. The position accounts for 0.06% of the portfolio, ranked #98.

Trinity Legacy Partners first reported a position in SHEL in Q4 2022 and has held it in 14 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Trinity Legacy Partners held 2,925 shares of Shell worth $267K as of Q1 2026.
Trinity Legacy Partners sold 506 Shell shares in Q1 2026, an estimated $40.9K.
Shell made up 0.06% of Trinity Legacy Partners's portfolio in Q1 2026, its #98 holding.
Trinity Legacy Partners first reported a position in Shell in Q4 2022 and has held it in 14 quarters since.
1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Trinity Legacy Partners's 13F filing for Q1 2026, filed 16 Apr 2026.