Washington Trust’s Shell SHEL Stock Holding History

Washington Trust’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	$557K	Buy	7,186 +765	+12%	+$66K	0.02%	207
2026 Q1	$597K	Sell	6,421 -679	-10%	-$54.9K	0.02%	189
2025 Q4	$522K	Buy	7,100 +576	+9%	+$42.4K	0.02%	193
2025 Q3	$467K	Buy	6,524 +690	+12%	+$49.7K	0.02%	204
2025 Q2	$411K	Buy	5,834 +1,474	+34%	+$98.8K	0.01%	211
2025 Q1	$320K	Hold	4,360	–	–	0.01%	224
2024 Q4	$273K	Hold	4,360	–	–	0.01%	247
2024 Q3	$288K	Hold	4,360	–	–	0.01%	254
2024 Q2	$315K	Buy	4,360 +30	+0.7%	+$2.14K	0.01%	243
2024 Q1	$290K	Hold	4,330	–	–	0.01%	245
2023 Q4	$285K	Sell	4,330 -133	-3%	-$8.73K	0.01%	237
2023 Q3	$287K	Buy	4,463 +56	+1%	+$3.49K	0.01%	217
2023 Q2	$266K	Hold	4,407	–	–	0.01%	234
2023 Q1	$254K	Sell	4,407 -460	-9%	-$27.1K	0.01%	236
2022 Q4	$277K	Buy	4,867 +360	+8%	+$19.8K	0.01%	222
2022 Q3	$224K	Buy	4,507 +100	+2%	+$5.15K	0.01%	228
2022 Q2	$230K	Buy	+4,407	New	+$248K	0.01%	227

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's SHEL Position: Q2 2026 in Review

Washington Trust increased its Shell (SHEL) stake by 12% in Q2 2026, buying an estimated $66K and bringing the position to 7,186 shares worth $557K. The position accounts for 0.02% of the portfolio, ranked #207.

Washington Trust first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $597K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Washington Trust held 7,186 shares of Shell worth $557K as of Q2 2026.
Washington Trust bought 765 Shell shares in Q2 2026, an estimated $66K.
Shell made up 0.02% of Washington Trust's portfolio in Q2 2026, its #207 holding.
Washington Trust first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
Washington Trust's Shell position peaked at $597K in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Washington Trust's 13F filing for Q2 2026, filed 3 Aug 2026.