TCOV
SHEL icon

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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Trust Company of Vermont's SHEL Position: Q4 2025 in Review

Trust Company of Vermont increased its Shell (SHEL) stake by 1.7% in Q4 2025, buying an estimated $9.28K and bringing the position to 7,426 shares worth $546K. The position accounts for 0.02% of the portfolio, ranked #250.

Trust Company of Vermont first reported a position in SHEL in Q1 2022 and has held it in 16 quarters since. The position peaked at $725K in Q2 2024. 1,453 funds tracked by Wall St. Rank hold SHEL as of Q4 2025.

  • Trust Company of Vermont held 7,426 shares of Shell worth $546K as of Q4 2025.
  • Trust Company of Vermont bought 126 Shell shares in Q4 2025, an estimated $9.28K.
  • Shell made up 0.02% of Trust Company of Vermont's portfolio in Q4 2025, its #250 holding.
  • Trust Company of Vermont first reported a position in Shell in Q1 2022 and has held it in 16 quarters since.
  • Trust Company of Vermont's Shell position peaked at $725K in Q2 2024.
  • 1,453 funds tracked by Wall St. Rank held Shell as of Q4 2025.

Based on Trust Company of Vermont's 13F filing for Q4 2025, filed 16 Jan 2026.