Truist Financial
SHEL icon

Truist Financial’s Shell SHEL Stock Holding History

Truist 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 		$13.6M Buy
175,250
+1,928
+1% +$166K 0.02% 549
2026
Q1 		$16.1M Buy
173,322
+17,383
+11% +$1.4M 0.02% 468
2025
Q4 		$11.5M Sell
155,939
-48,115
-24% -$3.54M 0.02% 567
2025
Q3 		$14.6M Sell
204,054
-33,397
-14% -$2.4M 0.02% 490
2025
Q2 		$16.7M Sell
237,451
-10,022
-4% -$672K 0.02% 447
2025
Q1 		$18.1M Sell
247,473
-19,555
-7% -$1.32M 0.03% 407
2024
Q4 		$16.7M Sell
267,028
-15,355
-5% -$1.01M 0.03% 433
2024
Q3 		$18.6M Sell
282,383
-23,278
-8% -$1.65M 0.03% 417
2024
Q2 		$22.1M Buy
305,661
+7,327
+2% +$524K 0.03% 380
2024
Q1 		$20M Sell
298,334
-7,125
-2% -$457K 0.03% 416
2023
Q4 		$20.1M Buy
305,459
+35,045
+13% +$2.3M 0.03% 403
2023
Q3 		$17.4M Buy
270,414
+46,673
+21% +$2.91M 0.03% 420
2023
Q2 		$13.5M Sell
223,741
-6,864
-3% -$412K 0.02% 493
2023
Q1 		$13.3M Sell
230,605
-8,561
-4% -$504K 0.02% 496
2022
Q4 		$13.6M Sell
239,166
-12,061
-5% -$665K 0.02% 470
2022
Q3 		$12.5M Buy
251,227
+5,922
+2% +$305K 0.02% 493
2022
Q2 		$12.8M Sell
245,305
-16,465
-6% -$925K 0.02% 510
2022
Q1 		$14.4M Buy
+261,770
New +$13.9M 0.02% 526

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
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
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Truist Financial's SHEL Position: Q2 2026 in Review

Truist Financial increased its Shell (SHEL) stake by 1.1% in Q2 2026, buying an estimated $166K and bringing the position to 175,250 shares worth $13.6M. The position accounts for 0.02% of the portfolio, ranked #549.

Truist Financial first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $22.1M in Q2 2024. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Truist Financial held 175,250 shares of Shell worth $13.6M as of Q2 2026.
  • Truist Financial bought 1,928 Shell shares in Q2 2026, an estimated $166K.
  • Shell made up 0.02% of Truist Financial's portfolio in Q2 2026, its #549 holding.
  • Truist Financial first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Truist Financial's Shell position peaked at $22.1M in Q2 2024.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.