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Evelyn Partners Asset Management’s Shell SHEL Stock Holding History

Evelyn Partners Asset 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 		$25.7K Hold
276
– – 0.01% 213
2025
Q4 		$20.3K Hold
276
– – ﹤0.01% 198
2025
Q3 		$19.7K Hold
276
– – ﹤0.01% 198
2025
Q2 		$19.4K Sell
276
-590
-68% -$39.5K ﹤0.01% 181
2025
Q1 		$63.5K Sell
866
-152
-15% -$10.2K 0.02% 126
2024
Q4 		$63.8K Buy
+1,018
New +$66.7K 0.02% 126

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

Evelyn Partners Asset Management's SHEL Position: Q1 2026 in Review

Evelyn Partners Asset Management held its Shell (SHEL) position steady in Q1 2026 at 276 shares worth $25.7K. The position accounts for 0.01% of the portfolio, ranked #213.

Evelyn Partners Asset Management first reported a position in SHEL in Q4 2024 and has held it in 6 quarters since. The position peaked at $63.8K in Q4 2024. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Evelyn Partners Asset Management held 276 shares of Shell worth $25.7K as of Q1 2026.
  • Evelyn Partners Asset Management left its Shell share count unchanged in Q1 2026.
  • Shell made up 0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #213 holding.
  • Evelyn Partners Asset Management first reported a position in Shell in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Asset Management's Shell position peaked at $63.8K in Q4 2024.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.