Whittier Trust’s Shell SHEL Stock Holding History

Whittier 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
2025 Q3	–	Sell	-34,262	Closed	-$2.41M	–	1579
2025 Q2	$2.41M	Buy	34,262 +3,361	+11%	+$225K	0.03%	272
2025 Q1	$2.26M	Buy	30,901 +2,042	+7%	+$138K	0.03%	265
2024 Q4	$1.81M	Buy	28,859 +7,008	+32%	+$459K	0.02%	293
2024 Q3	$1.44M	Buy	21,851 +791	+4%	+$56K	0.02%	320
2024 Q2	$1.52M	Buy	21,060 +1,810	+9%	+$129K	0.02%	298
2024 Q1	$1.29M	Buy	19,250 +670	+4%	+$42.9K	0.02%	318
2023 Q4	$1.22M	Sell	18,580 -1,006	-5%	-$66K	0.02%	319
2023 Q3	$1.26M	Buy	19,586 +935	+5%	+$58.2K	0.02%	311
2023 Q2	$1.13M	Buy	18,651 +496	+3%	+$29.8K	0.02%	335
2023 Q1	$1.04M	Buy	18,155 +1,808	+11%	+$106K	0.02%	345
2022 Q4	$931K	Sell	16,347 -387	-2%	-$21.3K	0.02%	367
2022 Q3	$833K	Sell	16,734 -1,701	-9%	-$87.7K	0.02%	377
2022 Q2	$964K	Sell	18,435 -1,005	-5%	-$56.5K	0.02%	359
2022 Q1	$1.07M	Buy	+19,440	New	+$1.03M	0.02%	367

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 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 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