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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
Q3 		$267K Sell
2,808
-12
-0.4% -$1.08K 0.02% 155
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

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Trust Company's SHEL Position: Q3 2026 in Review

Trust Company reduced its Shell (SHEL) stake by 0.43% in Q3 2026, selling an estimated $1.08K and leaving 2,808 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #155.

Trust Company first reported a position in SHEL in Q2 2023 and has held it in 14 quarters since. 90 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Trust Company held 2,808 shares of Shell worth $267K as of Q3 2026.
  • Trust Company sold 12 Shell shares in Q3 2026, an estimated $1.08K.
  • Shell made up 0.02% of Trust Company's portfolio in Q3 2026, its #155 holding.
  • Trust Company first reported a position in Shell in Q2 2023 and has held it in 14 quarters since.
  • 90 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Trust Company's 13F filing for Q3 2026, filed 9 Oct 2026.