Envestnet Portfolio Solutions’s Shell SHEL Stock Holding History

Envestnet Portfolio Solutions’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	$792K	Buy	10,213 +941	+10%	+$81.2K	﹤0.01%	801
2026 Q1	$862K	Sell	9,272 -5,836	-39%	-$472K	﹤0.01%	685
2025 Q4	$1.11M	Buy	15,108 +1,784	+13%	+$131K	﹤0.01%	719
2025 Q3	$953K	Sell	13,324 -4,189	-24%	-$302K	﹤0.01%	758
2025 Q2	$1.23M	Sell	17,513 -315	-2%	-$21.1K	﹤0.01%	717
2025 Q1	$1.31M	Sell	17,828 -27,234	-60%	-$1.83M	0.01%	723
2024 Q4	$2.82M	Buy	45,062 +131	+0.3%	+$8.59K	0.01%	557
2024 Q3	$2.96M	Sell	44,931 -7,773	-15%	-$551K	0.01%	538
2024 Q2	$3.8M	Buy	52,704 +4,361	+9%	+$312K	0.01%	440
2024 Q1	$3.24M	Sell	48,343 -713	-1%	-$45.7K	0.01%	499
2023 Q4	$3.23M	Buy	49,056 +831	+2%	+$54.5K	0.01%	453
2023 Q3	$3.1M	Buy	+48,225	New	+$3M	0.01%	423

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

Envestnet Portfolio Solutions's SHEL Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Shell (SHEL) stake by 10% in Q2 2026, buying an estimated $81.2K and bringing the position to 10,213 shares worth $792K. The position accounts for ﹤0.01% of the portfolio, ranked #801.

Envestnet Portfolio Solutions first reported a position in SHEL in Q3 2023 and has held it in 12 quarters since. The position peaked at $3.8M in Q2 2024. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Envestnet Portfolio Solutions held 10,213 shares of Shell worth $792K as of Q2 2026.
Envestnet Portfolio Solutions bought 941 Shell shares in Q2 2026, an estimated $81.2K.
Shell made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #801 holding.
Envestnet Portfolio Solutions first reported a position in Shell in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's Shell position peaked at $3.8M in Q2 2024.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.