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Trust Point Inc’s Shell SHEL Stock Holding History

Trust Point Inc’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 		$1.3M Sell
16,706
-87
-0.5% -$7.51K 0.11% 105
2026
Q1 		$1.56M Buy
16,793
+2,418
+17% +$195K 0.14% 85
2025
Q4 		$1.06M Buy
14,375
+2,675
+23% +$197K 0.08% 113
2025
Q3 		$837K Buy
11,700
+1,056
+10% +$76K 0.07% 144
2025
Q2 		$749K Buy
10,644
+683
+7% +$45.8K 0.07% 133
2025
Q1 		$730K Sell
9,961
-96
-1% -$6.47K 0.07% 160
2024
Q4 		$630K Sell
10,057
-494
-5% -$32.4K 0.04% 245
2024
Q3 		$696K Buy
10,551
+448
+4% +$31.7K 0.05% 221
2024
Q2 		$729K Sell
10,103
-455
-4% -$32.5K 0.06% 200
2024
Q1 		$708K Buy
10,558
+2,171
+26% +$139K 0.06% 218
2023
Q4 		$552K Buy
+8,387
New +$550K 0.05% 253

Other funds holding SHEL

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Trust Point Inc's SHEL Position: Q2 2026 in Review

Trust Point Inc reduced its Shell (SHEL) stake by 0.52% in Q2 2026, selling an estimated $7.51K and leaving 16,706 shares worth $1.3M. The position accounts for 0.11% of the portfolio, ranked #105.

Trust Point Inc first reported a position in SHEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.56M in Q1 2026. 428 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Trust Point Inc held 16,706 shares of Shell worth $1.3M as of Q2 2026.
  • Trust Point Inc sold 87 Shell shares in Q2 2026, an estimated $7.51K.
  • Shell made up 0.11% of Trust Point Inc's portfolio in Q2 2026, its #105 holding.
  • Trust Point Inc first reported a position in Shell in Q4 2023 and has held it in 11 quarters since.
  • Trust Point Inc's Shell position peaked at $1.56M in Q1 2026.
  • 428 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.