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Evelyn Partners Investment Management Services’s Shell SHEL Stock Holding History

Evelyn Partners Investment Management Services’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 		$16.6K Hold
178
– – ﹤0.01% 235
2025
Q4 		$13.1K Hold
178
– – ﹤0.01% 225
2025
Q3 		$12.7K Hold
178
– – ﹤0.01% 232
2025
Q2 		$12.5K Hold
178
– – ﹤0.01% 220
2025
Q1 		$13K Hold
178
– – ﹤0.01% 220
2024
Q4 		$11.2K Buy
+178
New +$11.7K ﹤0.01% 228

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 $336B AUM 34.66% 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 Investment Management Services's SHEL Position: Q1 2026 in Review

Evelyn Partners Investment Management Services held its Shell (SHEL) position steady in Q1 2026 at 178 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #235.

Evelyn Partners Investment Management Services first reported a position in SHEL in Q4 2024 and has held it in 6 quarters since. 1,588 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Evelyn Partners Investment Management Services held 178 shares of Shell worth $16.6K as of Q1 2026.
  • Evelyn Partners Investment Management Services left its Shell share count unchanged in Q1 2026.
  • Shell made up ﹤0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #235 holding.
  • Evelyn Partners Investment Management Services first reported a position in Shell in Q4 2024 and has held it in 6 quarters since.
  • 1,588 funds tracked by Wall St. Rank held Shell as of Q1 2026.

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