Washington Trust Advisors’s Shell SHEL Stock Holding History

Washington Trust Advisors’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	$137K	Sell	1,763 -1,400	-44%	-$121K	0.01%	262
2026 Q1	$294K	Hold	3,163	–	–	0.02%	190
2025 Q4	$232K	Hold	3,163	–	–	0.02%	209
2025 Q3	$226K	Buy	3,163 +52	+2%	+$3.74K	0.02%	211
2025 Q2	$219K	Hold	3,111	–	–	0.02%	196
2025 Q1	$228K	Buy	3,111 +83	+3%	+$5.59K	0.02%	186
2024 Q4	$190K	Sell	3,028 -59	-2%	-$3.87K	0.02%	202
2024 Q3	$204K	Buy	3,087 +59	+2%	+$4.18K	0.02%	199
2024 Q2	$219K	Hold	3,028	–	–	0.02%	184
2024 Q1	$203K	Hold	3,028	–	–	0.02%	196
2023 Q4	$199K	Hold	3,028	–	–	0.02%	196
2023 Q3	$195K	Hold	3,028	–	–	0.02%	188
2023 Q2	$183K	Hold	3,028	–	–	0.02%	188
2023 Q1	$174K	Hold	3,028	–	–	0.02%	188
2022 Q4	$172K	Sell	3,028 -214	-7%	-$11.8K	0.02%	192
2022 Q3	$161K	Sell	3,242 -617	-16%	-$31.8K	0.02%	218
2022 Q2	$201K	Buy	3,859 +85	+2%	+$4.78K	0.02%	209
2022 Q1	$207K	Buy	+3,774	New	+$200K	0.01%	230

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Washington Trust Advisors's SHEL Position: Q2 2026 in Review

Washington Trust Advisors reduced its Shell (SHEL) stake by 44% in Q2 2026, selling an estimated $121K and leaving 1,763 shares worth $137K. The position accounts for 0.01% of the portfolio, ranked #262.

Washington Trust Advisors first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $294K in Q1 2026. 1,532 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Washington Trust Advisors held 1,763 shares of Shell worth $137K as of Q2 2026.
Washington Trust Advisors sold 1,400 Shell shares in Q2 2026, an estimated $121K.
Shell made up 0.01% of Washington Trust Advisors's portfolio in Q2 2026, its #262 holding.
Washington Trust Advisors first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Washington Trust Advisors's Shell position peaked at $294K in Q1 2026.
1,532 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.