EPG Wealth Management
SHEL icon

EPG Wealth Management’s Shell SHEL Stock Holding History

EPG Wealth 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
Q3 		$895K Buy
9,417
+79
+0.8% +$7.13K 0.21% 114
2026
Q2 		$724K Sell
9,338
-3,901
-29% -$337K 0.17% 123
2026
Q1 		$1.23M Buy
13,239
+280
+2% +$22.6K 0.33% 74
2025
Q4 		$952K Buy
12,959
+155
+1% +$11.4K 0.26% 105
2025
Q3 		$916K Buy
12,804
+93
+0.7% +$6.7K 0.25% 113
2025
Q2 		$895K Buy
12,711
+25
+0.2% +$1.68K 0.27% 103
2025
Q1 		$930K Buy
12,686
+280
+2% +$18.9K 0.26% 115
2024
Q4 		$777K Sell
12,406
-90
-0.7% -$5.9K 0.2% 129
2024
Q3 		$824K Buy
+12,496
New +$885K 0.21% 127
2024
Q2 		– Sell
-13,187
Closed -$943K – 117
2024
Q1 		$884K Buy
13,187
+45
+0.3% +$2.88K 0.22% 124
2023
Q4 		$833K Buy
+13,142
New +$862K 0.22% 121
2022
Q4 		– Sell
-4,243
Closed -$211K – 395
2022
Q3 		$211K Buy
4,243
+19
+0.4% +$979 0.09% 196
2022
Q2 		$221K Buy
4,224
+18
+0.4% +$1.01K 0.09% 198
2022
Q1 		$231K Buy
+4,206
New +$223K 0.08% 210

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Life Cycle Investment Partners
Life Cycle Investment Partners London $23.6B AUM 38.44% 1-Year Est. Return
WGI DM
WGI DM Boston, Massachusetts $1.26B AUM 4.28% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $68.5B AUM 24.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

EPG Wealth Management's SHEL Position: Q3 2026 in Review

EPG Wealth Management increased its Shell (SHEL) stake by 0.85% in Q3 2026, buying an estimated $7.13K and bringing the position to 9,417 shares worth $895K. The position accounts for 0.21% of the portfolio, ranked #114.

EPG Wealth Management first reported a position in SHEL in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.23M in Q1 2026. 1,377 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • EPG Wealth Management held 9,417 shares of Shell worth $895K as of Q3 2026.
  • EPG Wealth Management bought 79 Shell shares in Q3 2026, an estimated $7.13K.
  • Shell made up 0.21% of EPG Wealth Management's portfolio in Q3 2026, its #114 holding.
  • EPG Wealth Management first reported a position in Shell in Q1 2022 and has held it in 14 quarters since.
  • EPG Wealth Management's Shell position peaked at $1.23M in Q1 2026.
  • 1,377 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on EPG Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.