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Trust Company’s Shell SHEL Stock Holding History

Trust Company’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 		$219K Hold
2,820
– – 0.02% 165
2026
Q1 		$262K Hold
2,820
– – 0.02% 160
2025
Q4 		$207K Buy
2,820
+29
+1% +$2.14K 0.02% 169
2025
Q3 		$200K Hold
2,791
– – 0.02% 143
2025
Q2 		$197K Hold
2,791
– – 0.02% 146
2025
Q1 		$205K Buy
2,791
+2,447
+711% +$165K 0.02% 144
2024
Q4 		$21.6K Hold
344
– – ﹤0.01% 279
2024
Q3 		$22.7K Hold
344
– – ﹤0.01% 253
2024
Q2 		$24.8K Hold
344
– – ﹤0.01% 233
2024
Q1 		$23.1K Hold
344
– – ﹤0.01% 240
2023
Q4 		$22.6K Hold
344
– – ﹤0.01% 231
2023
Q3 		$22.1K Hold
344
– – ﹤0.01% 232
2023
Q2 		$20.8K Buy
+344
New +$20.6K ﹤0.01% 236

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

Trust Company's SHEL Position: Q2 2026 in Review

Trust Company held its Shell (SHEL) position steady in Q2 2026 at 2,820 shares worth $219K. The position accounts for 0.02% of the portfolio, ranked #165.

Trust Company first reported a position in SHEL in Q2 2023 and has held it in 13 quarters since. The position peaked at $262K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Trust Company held 2,820 shares of Shell worth $219K as of Q2 2026.
  • Trust Company left its Shell share count unchanged in Q2 2026.
  • Shell made up 0.02% of Trust Company's portfolio in Q2 2026, its #165 holding.
  • Trust Company first reported a position in Shell in Q2 2023 and has held it in 13 quarters since.
  • Trust Company's Shell position peaked at $262K in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Trust Company's 13F filing for Q2 2026, filed 10 Jul 2026.