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EP Wealth Advisors’s Shell SHEL Stock Holding History

EP Wealth Advisors’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 		$2.69M Sell
28,960
-1,996
-6% -$161K 0.01% 416
2025
Q4 		$2.27M Buy
+30,956
New +$2.28M 0.01% 417
2025
Q2 		$1.72M Buy
24,425
+2,752
+13% +$184K 0.01% 447
2025
Q1 		$1.59M Buy
21,673
+7,717
+55% +$520K 0.01% 398
2024
Q4 		$874K Sell
13,956
-2,757
-16% -$181K 0.01% 540
2024
Q3 		$1.1M Buy
16,713
+3,087
+23% +$219K 0.01% 474
2024
Q2 		$984K Sell
13,626
-1,314
-9% -$93.9K 0.01% 394
2024
Q1 		$1M Buy
14,940
+2,994
+25% +$192K 0.01% 375
2023
Q4 		$786K Sell
11,946
-2,150
-15% -$141K 0.01% 408
2023
Q3 		$908K Buy
14,096
+7,423
+111% +$462K 0.01% 351
2023
Q2 		$690K Sell
6,673
-108,327
-94% -$6.5M 0.01% 400
2023
Q1 		$0 Buy
115,000
+104,105
+956% +$6.12M ﹤0.01% 695
2022
Q4 		$620K Sell
10,895
-1,460
-12% -$80.5K 0.01% 342
2022
Q3 		$615K Sell
12,355
-1,176
-9% -$60.6K 0.01% 271
2022
Q2 		$708K Sell
13,531
-4,984
-27% -$280K 0.02% 313
2022
Q1 		$1.02M Buy
+18,515
New +$983K 0.02% 271

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

EP Wealth Advisors's SHEL Position: Q1 2026 in Review

EP Wealth Advisors reduced its Shell (SHEL) stake by 6.4% in Q1 2026, selling an estimated $161K and leaving 28,960 shares worth $2.69M. The position accounts for 0.01% of the portfolio, ranked #416.

EP Wealth Advisors first reported a position in SHEL in Q1 2022 and has held it in 16 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • EP Wealth Advisors held 28,960 shares of Shell worth $2.69M as of Q1 2026.
  • EP Wealth Advisors sold 1,996 Shell shares in Q1 2026, an estimated $161K.
  • Shell made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #416 holding.
  • EP Wealth Advisors first reported a position in Shell in Q1 2022 and has held it in 16 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.