EPW
SHEL icon

Elevated Private Wealth’s Shell SHEL Stock Holding History

Elevated Private Wealth’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 		$219K Buy
+2,823
New +$244K 0.21% 74
2025
Q4 		$425K Buy
+5,790
New +$427K 0.44% 62

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
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
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Elevated Private Wealth's SHEL Position: Q2 2026 in Review

Elevated Private Wealth opened a new position in Shell (SHEL) in Q2 2026: 2,823 shares worth $219K. The stake represents 0.21% of the portfolio and ranks #74 among its holdings. This is a return to the name: Elevated Private Wealth previously reported a position in SHEL as recently as Q4 2025.

Elevated Private Wealth first reported a position in SHEL in Q4 2025 and has held it in 2 quarters since. The position peaked at $425K in Q4 2025. 1,525 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Elevated Private Wealth held 2,823 shares of Shell worth $219K as of Q2 2026.
  • Shell was a new Elevated Private Wealth position in Q2 2026.
  • Shell made up 0.21% of Elevated Private Wealth's portfolio in Q2 2026, its #74 holding.
  • Elevated Private Wealth first reported a position in Shell in Q4 2025 and has held it in 2 quarters since.
  • Elevated Private Wealth's Shell position peaked at $425K in Q4 2025.
  • 1,525 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Elevated Private Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.