Empower Advisory Group
SHEL icon

Empower Advisory Group’s Shell SHEL Stock Holding History

Empower Advisory Group’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
Q1 		$747K Buy
8,032
+458
+6% +$37K ﹤0.01% 273
2025
Q4 		$557K Sell
7,574
-356
-4% -$26.2K ﹤0.01% 326
2025
Q3 		$567K Buy
7,930
+690
+10% +$49.7K ﹤0.01% 321
2025
Q2 		$510K Sell
7,240
-414
-5% -$27.8K ﹤0.01% 324
2025
Q1 		$561K Buy
7,654
+212
+3% +$14.3K ﹤0.01% 307
2024
Q4 		$466K Buy
7,442
+34
+0.5% +$2.23K ﹤0.01% 333
2024
Q3 		$489K Sell
7,408
-150
-2% -$10.6K ﹤0.01% 318
2024
Q2 		$546K Sell
7,558
-2,412
-24% -$172K ﹤0.01% 293
2024
Q1 		$668K Sell
9,970
-312
-3% -$20K ﹤0.01% 266
2023
Q4 		$677K Buy
10,282
+15
+0.1% +$984 ﹤0.01% 263
2023
Q3 		$661K Buy
10,267
+2,080
+25% +$129K ﹤0.01% 267
2023
Q2 		$494K Sell
8,187
-1,302
-14% -$78.1K ﹤0.01% 307
2023
Q1 		$574K Buy
+9,489
New +$558K ﹤0.01% 289

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Empower Advisory Group's SHEL Position: Q1 2026 in Review

Empower Advisory Group increased its Shell (SHEL) stake by 6% in Q1 2026, buying an estimated $37K and bringing the position to 8,032 shares worth $747K. The position accounts for ﹤0.01% of the portfolio, ranked #273.

Empower Advisory Group first reported a position in SHEL in Q1 2023 and has held it in 13 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Empower Advisory Group held 8,032 shares of Shell worth $747K as of Q1 2026.
  • Empower Advisory Group bought 458 Shell shares in Q1 2026, an estimated $37K.
  • Shell made up ﹤0.01% of Empower Advisory Group's portfolio in Q1 2026, its #273 holding.
  • Empower Advisory Group first reported a position in Shell in Q1 2023 and has held it in 13 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Empower Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.