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tru Independence’s Shell SHEL Stock Holding History

tru Independence’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
-76,445
Closed -$5.62M – 125
2025
Q4 		$5.62M Sell
76,445
-1,600
-2% -$118K 1.42% 25
2025
Q3 		$5.58M Sell
78,045
-256
-0.3% -$18.4K 1.45% 22
2025
Q2 		$5.51M Buy
78,301
+70
+0.1% +$4.69K 1.59% 18
2025
Q1 		$5.73M Buy
78,231
+2,283
+3% +$154K 1.78% 14
2024
Q4 		$4.76M Sell
75,948
-3,115
-4% -$204K 1.49% 30
2024
Q3 		$5.21M Sell
79,063
-911
-1% -$64.5K 1.53% 28
2024
Q2 		$5.77M Sell
79,974
-1,142
-1% -$81.6K 1.74% 22
2024
Q1 		$5.44M Sell
81,116
-1,503
-2% -$96.3K 1.6% 27
2023
Q4 		$5.44M Sell
82,619
-7,130
-8% -$468K 1.65% 24
2023
Q3 		$5.78M Sell
89,749
-4,851
-5% -$302K 2% 11
2023
Q2 		$5.71M Sell
94,600
-4,228
-4% -$254K 1.88% 16
2023
Q1 		$5.69M Sell
98,828
-19,625
-17% -$1.15M 1.83% 13
2022
Q4 		$6.75M Sell
118,453
-9,758
-8% -$538K 2.19% 5
2022
Q3 		$6.38M Sell
128,211
-5,098
-4% -$263K 2.25% 3
2022
Q2 		$6.97M Buy
+133,309
New +$7.49M 2.24% 2

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

tru Independence's SHEL Position: Q1 2026 in Review

tru Independence sold out of Shell (SHEL) in Q1 2026, closing a stake of 76,445 shares — an estimated $5.62M sold.

tru Independence first reported a position in SHEL in Q2 2022 and held it in 15 quarters. The position peaked at $6.97M in Q2 2022. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • tru Independence reported no remaining Shell position as of Q1 2026 after selling out during the quarter.
  • tru Independence sold 76,445 Shell shares in Q1 2026, an estimated $5.62M.
  • tru Independence first reported a position in Shell in Q2 2022 and held it in 15 quarters.
  • tru Independence's Shell position peaked at $6.97M in Q2 2022.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on tru Independence's 13F filing for Q1 2026, filed 22 Apr 2026.