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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 $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Whittier Trust's SHEL Position: Q3 2025 in Review

Whittier Trust sold out of Shell (SHEL) in Q3 2025, closing a stake of 34,262 shares — an estimated $2.41M sold.

Whittier Trust first reported a position in SHEL in Q1 2022 and held it in 14 quarters. The position peaked at $2.41M in Q2 2025. 1,393 funds tracked by Wall St. Rank hold SHEL as of Q3 2025.

  • Whittier Trust reported no remaining Shell position as of Q3 2025 after selling out during the quarter.
  • Whittier Trust sold 34,262 Shell shares in Q3 2025, an estimated $2.41M.
  • Whittier Trust first reported a position in Shell in Q1 2022 and held it in 14 quarters.
  • Whittier Trust's Shell position peaked at $2.41M in Q2 2025.
  • 1,393 funds tracked by Wall St. Rank held Shell as of Q3 2025.

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