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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
Q2 		$2.52M Buy
32,522
+3,562
+12% +$307K 0.01% 526
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 $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

EP Wealth Advisors's SHEL Position: Q2 2026 in Review

EP Wealth Advisors increased its Shell (SHEL) stake by 12% in Q2 2026, buying an estimated $307K and bringing the position to 32,522 shares worth $2.52M. The position accounts for 0.01% of the portfolio, ranked #526.

EP Wealth Advisors first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.69M in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • EP Wealth Advisors held 32,522 shares of Shell worth $2.52M as of Q2 2026.
  • EP Wealth Advisors bought 3,562 Shell shares in Q2 2026, an estimated $307K.
  • Shell made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #526 holding.
  • EP Wealth Advisors first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • EP Wealth Advisors's Shell position peaked at $2.69M in Q1 2026.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.