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Trust Company of Vermont’s Shell SHEL Stock Holding History

Trust Company of Vermont’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 		$561K Buy
+7,232
New +$624K 0.02% 256
2025
Q4 		$546K Buy
7,426
+126
+2% +$9.28K 0.02% 250
2025
Q3 		$522K Hold
7,300
– – 0.02% 254
2025
Q2 		$514K Sell
7,300
-86
-1% -$5.76K 0.02% 249
2025
Q1 		$541K Sell
7,386
-447
-6% -$30.1K 0.03% 232
2024
Q4 		$491K Sell
7,833
-2,207
-22% -$145K 0.02% 247
2024
Q3 		$662K Hold
10,040
– – 0.03% 210
2024
Q2 		$725K Buy
10,040
+100
+1% +$7.15K 0.04% 198
2024
Q1 		$666K Buy
9,940
+762
+8% +$48.8K 0.04% 206
2023
Q4 		$604K Sell
9,178
-726
-7% -$47.6K 0.04% 194
2023
Q3 		$638K Sell
9,904
-835
-8% -$52K 0.04% 195
2023
Q2 		$648K Sell
10,739
-474
-4% -$28.4K 0.04% 204
2023
Q1 		$645K Sell
11,213
-993
-8% -$58.4K 0.05% 204
2022
Q4 		$695K Buy
12,206
+100
+0.8% +$5.51K 0.05% 201
2022
Q3 		$603K Sell
12,106
-1,010
-8% -$52K 0.05% 201
2022
Q2 		$685K Sell
13,116
-53
-0.4% -$2.98K 0.05% 192
2022
Q1 		$723K Buy
+13,169
New +$699K 0.05% 193

Other funds holding SHEL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Trust Company of Vermont's SHEL Position: Q2 2026 in Review

Trust Company of Vermont opened a new position in Shell (SHEL) in Q2 2026: 7,232 shares worth $561K. The stake represents 0.02% of the portfolio and ranks #256 among its holdings. This is a return to the name: Trust Company of Vermont previously reported a position in SHEL as recently as Q4 2025.

Trust Company of Vermont first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $725K in Q2 2024. 922 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Trust Company of Vermont held 7,232 shares of Shell worth $561K as of Q2 2026.
  • Shell was a new Trust Company of Vermont position in Q2 2026.
  • Shell made up 0.02% of Trust Company of Vermont's portfolio in Q2 2026, its #256 holding.
  • Trust Company of Vermont first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • Trust Company of Vermont's Shell position peaked at $725K in Q2 2024.
  • 922 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Trust Company of Vermont's 13F filing for Q2 2026, filed 7 Aug 2026.