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 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 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

EPG Wealth Management's SHEL Position: Q2 2026 in Review

EPG Wealth Management reduced its Shell (SHEL) stake by 29% in Q2 2026, selling an estimated $337K and leaving 9,338 shares worth $724K. The position accounts for 0.17% of the portfolio, ranked #123.

EPG Wealth Management first reported a position in SHEL in Q1 2022 and has held it in 13 quarters since. The position peaked at $1.23M in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

EPG Wealth Management held 9,338 shares of Shell worth $724K as of Q2 2026.
EPG Wealth Management sold 3,901 Shell shares in Q2 2026, an estimated $337K.
Shell made up 0.17% of EPG Wealth Management's portfolio in Q2 2026, its #123 holding.
EPG Wealth Management first reported a position in Shell in Q1 2022 and has held it in 13 quarters since.
EPG Wealth Management's Shell position peaked at $1.23M in Q1 2026.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.