Trustmark National Bank Trust Department’s Shell SHEL Stock Holding History

Trustmark National Bank Trust Department’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 Q1	$2.57M	Sell	27,594 -1,165	-4%	-$94.1K	0.17%	93
2025 Q4	$2.11M	Buy	28,759 +2,285	+9%	+$168K	0.13%	114
2025 Q3	$1.89M	Buy	26,474 +2,170	+9%	+$156K	0.12%	113
2025 Q2	$1.71M	Buy	24,304 +1,125	+5%	+$75.4K	0.12%	121
2025 Q1	$1.7M	Buy	23,179 +412	+2%	+$27.8K	0.13%	116
2024 Q4	$1.43M	Sell	22,767 -3,575	-14%	-$234K	0.11%	124
2024 Q3	$1.74M	Buy	26,342 +660	+3%	+$46.7K	0.13%	119
2024 Q2	$1.85M	Sell	25,682 -1,366	-5%	-$97.6K	0.15%	113
2024 Q1	$1.81M	Sell	27,048 -10,336	-28%	-$662K	0.15%	120
2023 Q4	$2.46M	Buy	37,384 +2,623	+8%	+$172K	0.22%	90
2023 Q3	$2.24M	Sell	34,761 -12,714	-27%	-$791K	0.22%	86
2023 Q2	$2.87M	Sell	47,475 -17,151	-27%	-$1.03M	0.27%	78
2023 Q1	$3.72M	Sell	64,626 -32,295	-33%	-$1.9M	0.34%	66
2022 Q4	$5.52M	Sell	96,921 -8,520	-8%	-$470K	0.51%	52
2022 Q3	$5.25M	Sell	105,441 -9,459	-8%	-$487K	0.5%	52
2022 Q2	$6.01M	Buy	+114,900	New	+$6.46M	0.54%	51

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Trustmark National Bank Trust Department's SHEL Position: Q1 2026 in Review

Trustmark National Bank Trust Department reduced its Shell (SHEL) stake by 4.1% in Q1 2026, selling an estimated $94.1K and leaving 27,594 shares worth $2.57M. The position accounts for 0.17% of the portfolio, ranked #93.

Trustmark National Bank Trust Department first reported a position in SHEL in Q2 2022 and has held it in 16 quarters since. The position peaked at $6.01M in Q2 2022. 1,589 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Trustmark National Bank Trust Department held 27,594 shares of Shell worth $2.57M as of Q1 2026.
Trustmark National Bank Trust Department sold 1,165 Shell shares in Q1 2026, an estimated $94.1K.
Shell made up 0.17% of Trustmark National Bank Trust Department's portfolio in Q1 2026, its #93 holding.
Trustmark National Bank Trust Department first reported a position in Shell in Q2 2022 and has held it in 16 quarters since.
Trustmark National Bank Trust Department's Shell position peaked at $6.01M in Q2 2022.
1,589 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Trustmark National Bank Trust Department's 13F filing for Q1 2026, filed 14 May 2026.