Encompass More Asset Management’s Shell SHEL Stock Holding History

Encompass More Asset 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	$416K	Sell	5,367 -63	-1%	-$5.44K	0.06%	191
2026 Q1	$505K	Buy	5,430 +66	+1%	+$5.33K	0.08%	134
2025 Q4	$394K	Sell	5,364 -14	-0.3%	-$1.03K	0.07%	167
2025 Q3	$385K	Sell	5,378 -4	-0.1%	-$288	0.07%	151
2025 Q2	$379K	Sell	5,382 -2,139	-28%	-$143K	0.09%	142
2025 Q1	$551K	Sell	7,521 -226	-3%	-$15.2K	0.16%	113
2024 Q4	$485K	Buy	7,747 +453	+6%	+$29.7K	0.16%	114
2024 Q3	$481K	Buy	7,294 +3,273	+81%	+$232K	0.18%	95
2024 Q2	$290K	Buy	4,021 +237	+6%	+$16.9K	0.21%	73
2024 Q1	$254K	Buy	+3,784	New	+$242K	0.21%	76

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Encompass More Asset Management's SHEL Position: Q2 2026 in Review

Encompass More Asset Management reduced its Shell (SHEL) stake by 1.2% in Q2 2026, selling an estimated $5.44K and leaving 5,367 shares worth $416K. The position accounts for 0.06% of the portfolio, ranked #191.

Encompass More Asset Management first reported a position in SHEL in Q1 2024 and has held it in 10 quarters since. The position peaked at $551K in Q1 2025. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Encompass More Asset Management held 5,367 shares of Shell worth $416K as of Q2 2026.
Encompass More Asset Management sold 63 Shell shares in Q2 2026, an estimated $5.44K.
Shell made up 0.06% of Encompass More Asset Management's portfolio in Q2 2026, its #191 holding.
Encompass More Asset Management first reported a position in Shell in Q1 2024 and has held it in 10 quarters since.
Encompass More Asset Management's Shell position peaked at $551K in Q1 2025.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Encompass More Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.