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
2025
Q1 		– Sell
-58,000
Closed -$3.63M – 2643
2024
Q4 		$3.63M Hold
58,000
– – 0.01% 961
2024
Q3 		$3.83M Buy
+58,000
New +$4.11M 0.01% 937

Other funds holding SHEL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WD
WGI DM Boston, Massachusetts $1.16B AUM 2.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 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. 950 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.
  • 950 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.