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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
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 $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

EPG Wealth Management's SHEL Position: Q1 2026 in Review

EPG Wealth Management increased its Shell (SHEL) stake by 2.2% in Q1 2026, buying an estimated $22.6K and bringing the position to 13,239 shares worth $1.23M. The position accounts for 0.33% of the portfolio, ranked #74.

EPG Wealth Management first reported a position in SHEL in Q1 2022 and has held it in 12 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • EPG Wealth Management held 13,239 shares of Shell worth $1.23M as of Q1 2026.
  • EPG Wealth Management bought 280 Shell shares in Q1 2026, an estimated $22.6K.
  • Shell made up 0.33% of EPG Wealth Management's portfolio in Q1 2026, its #74 holding.
  • EPG Wealth Management first reported a position in Shell in Q1 2022 and has held it in 12 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.