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

PDM

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 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

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

ERP

Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 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. 248 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.
248 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.