Empirical Wealth Management’s Shell SHEL Stock Holding History

Empirical Wealth Management’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	$699K	Buy	9,012 +307	+4%	+$26.5K	0.01%	524
2026 Q1	$810K	Sell	8,705 -2,099	-19%	-$170K	0.01%	401
2025 Q4	$794K	Sell	10,804 -1,282	-11%	-$94.4K	0.01%	376
2025 Q3	$865K	Buy	12,086 +4,922	+69%	+$354K	0.02%	349
2025 Q2	$504K	Buy	7,164 +866	+14%	+$58K	0.01%	418
2025 Q1	$462K	Sell	6,298 -226	-3%	-$15.2K	0.01%	419
2024 Q4	$409K	Buy	6,524 +904	+16%	+$59.2K	0.01%	433
2024 Q3	$371K	Buy	5,620 +1,174	+26%	+$83.1K	0.01%	430
2024 Q2	$321K	Buy	4,446 +392	+10%	+$28K	0.01%	444
2024 Q1	$272K	Sell	4,054 -256	-6%	-$16.4K	0.01%	460
2023 Q4	$284K	Buy	4,310 +502	+13%	+$32.9K	0.01%	407
2023 Q3	$245K	Buy	3,808 +60	+2%	+$3.73K	0.01%	411
2023 Q2	$226K	Buy	3,748 +76	+2%	+$4.56K	0.01%	423
2023 Q1	$211K	Buy	+3,672	New	+$216K	0.01%	439

Other funds holding SHEL

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

PDM

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

TNB

Thomasville National Bank Thomasville, Georgia $1.82B AUM

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Empirical Wealth Management's SHEL Position: Q2 2026 in Review

Empirical Wealth Management increased its Shell (SHEL) stake by 3.5% in Q2 2026, buying an estimated $26.5K and bringing the position to 9,012 shares worth $699K. The position accounts for 0.01% of the portfolio, ranked #524.

Empirical Wealth Management first reported a position in SHEL in Q1 2023 and has held it in 14 quarters since. The position peaked at $865K in Q3 2025. 627 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Empirical Wealth Management held 9,012 shares of Shell worth $699K as of Q2 2026.
Empirical Wealth Management bought 307 Shell shares in Q2 2026, an estimated $26.5K.
Shell made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #524 holding.
Empirical Wealth Management first reported a position in Shell in Q1 2023 and has held it in 14 quarters since.
Empirical Wealth Management's Shell position peaked at $865K in Q3 2025.
627 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.