Envestnet Asset Management
SHEL icon

Envestnet Asset Management’s Shell SHEL Stock Holding History

Envestnet 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 		$182M Buy
2,352,694
+171,873
+8% +$14.8M 0.04% 387
2026
Q1 		$203M Buy
2,180,821
+188,962
+9% +$15.3M 0.05% 327
2025
Q4 		$146M Sell
1,991,859
-150,820
-7% -$11.1M 0.04% 387
2025
Q3 		$153M Sell
2,142,679
-25,319
-1% -$1.82M 0.04% 382
2025
Q2 		$153M Buy
2,167,998
+178,010
+9% +$11.9M 0.04% 381
2025
Q1 		$146M Sell
1,989,988
-51,081
-3% -$3.44M 0.05% 364
2024
Q4 		$128M Sell
2,041,069
-95,242
-4% -$6.24M 0.04% 391
2024
Q3 		$141M Sell
2,136,311
-112,055
-5% -$7.94M 0.05% 384
2024
Q2 		$162M Buy
2,248,366
+136,139
+6% +$9.73M 0.06% 314
2024
Q1 		$142M Buy
2,112,227
+19,769
+0.9% +$1.27M 0.05% 340
2023
Q4 		$138M Buy
2,092,458
+126,517
+6% +$8.3M 0.06% 319
2023
Q3 		$127M Buy
1,965,941
+742,698
+61% +$46.2M 0.06% 315
2023
Q2 		$73.9M Sell
1,223,243
-2,959,013
-71% -$178M 0.03% 423
2023
Q1 		$64.2M Buy
4,182,256
+2,934,078
+235% +$173M 0.03% 429
2022
Q4 		$71.1M Buy
1,248,178
+61,737
+5% +$3.4M 0.04% 387
2022
Q3 		$59M Buy
1,186,441
+21,157
+2% +$1.09M 0.03% 393
2022
Q2 		$60.9M Buy
1,165,284
+330,421
+40% +$18.6M 0.03% 387
2022
Q1 		$45.9M Buy
+834,863
New +$44.3M 0.02% 510

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

Envestnet Asset Management's SHEL Position: Q2 2026 in Review

Envestnet Asset Management increased its Shell (SHEL) stake by 7.9% in Q2 2026, buying an estimated $14.8M and bringing the position to 2,352,694 shares worth $182M. The position accounts for 0.04% of the portfolio, ranked #387.

Envestnet Asset Management first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $203M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Envestnet Asset Management held 2,352,694 shares of Shell worth $182M as of Q2 2026.
  • Envestnet Asset Management bought 171,873 Shell shares in Q2 2026, an estimated $14.8M.
  • Shell made up 0.04% of Envestnet Asset Management's portfolio in Q2 2026, its #387 holding.
  • Envestnet Asset Management first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Envestnet Asset Management's Shell position peaked at $203M in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.