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WhitTier Trust Company’s Shell SHEL Stock Holding History

WhitTier 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
2025
Q3 		– Sell
-31,765
Closed -$2.24M – 1460
2025
Q2 		$2.24M Buy
31,765
+5,637
+22% +$378K 0.05% 234
2025
Q1 		$1.91M Buy
26,128
+989
+4% +$66.6K 0.05% 236
2024
Q4 		$1.57M Buy
25,139
+2,671
+12% +$175K 0.04% 250
2024
Q3 		$1.48M Buy
22,468
+416
+2% +$29.5K 0.04% 251
2024
Q2 		$1.59M Buy
22,052
+934
+4% +$66.8K 0.04% 235
2024
Q1 		$1.42M Buy
21,118
+1,976
+10% +$127K 0.04% 247
2023
Q4 		$1.26M Buy
19,142
+113
+0.6% +$7.42K 0.04% 257
2023
Q3 		$1.23M Sell
19,029
-67
-0.4% -$4.17K 0.04% 258
2023
Q2 		$1.15M Sell
19,096
-50
-0.3% -$3K 0.04% 268
2023
Q1 		$1.1M Sell
19,146
-137
-0.7% -$8.06K 0.04% 265
2022
Q4 		$1.1M Sell
19,283
-970
-5% -$53.5K 0.04% 267
2022
Q3 		$1.01M Buy
20,253
+331
+2% +$17.1K 0.04% 270
2022
Q2 		$1.04M Buy
19,922
+380
+2% +$21.4K 0.04% 265
2022
Q1 		$1.07M Buy
+19,542
New +$1.04M 0.04% 276

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

WhitTier Trust Company's SHEL Position: Q3 2025 in Review

WhitTier Trust Company sold out of Shell (SHEL) in Q3 2025, closing a stake of 31,765 shares — an estimated $2.24M sold.

WhitTier Trust Company first reported a position in SHEL in Q1 2022 and held it in 14 quarters. The position peaked at $2.24M in Q2 2025. 1,391 funds tracked by Wall St. Rank hold SHEL as of Q3 2025.

  • WhitTier Trust Company reported no remaining Shell position as of Q3 2025 after selling out during the quarter.
  • WhitTier Trust Company sold 31,765 Shell shares in Q3 2025, an estimated $2.24M.
  • WhitTier Trust Company first reported a position in Shell in Q1 2022 and held it in 14 quarters.
  • WhitTier Trust Company's Shell position peaked at $2.24M in Q2 2025.
  • 1,391 funds tracked by Wall St. Rank held Shell as of Q3 2025.

Based on WhitTier Trust Company's 13F filing for Q3 2025, filed 31 Oct 2025.