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Evelyn Partners Investment Management’s Shell SHEL Stock Holding History

Evelyn Partners Investment 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 		$1.61M Hold
17,297
– – 0.04% 113
2025
Q4 		$1.27M Hold
17,297
– – 0.04% 125
2025
Q3 		$1.24M Hold
17,297
– – 0.04% 126
2025
Q2 		$1.22M Sell
17,297
-25
-0.1% -$1.68K 0.04% 126
2025
Q1 		$1.27M Sell
17,322
-73
-0.4% -$4.92K 0.04% 117
2024
Q4 		$1.09M Buy
+17,395
New +$1.14M 0.04% 122

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's SHEL Position: Q1 2026 in Review

Evelyn Partners Investment Management held its Shell (SHEL) position steady in Q1 2026 at 17,297 shares worth $1.61M. The position accounts for 0.04% of the portfolio, ranked #113.

Evelyn Partners Investment Management first reported a position in SHEL in Q4 2024 and has held it in 6 quarters since. 1,587 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Evelyn Partners Investment Management held 17,297 shares of Shell worth $1.61M as of Q1 2026.
  • Evelyn Partners Investment Management left its Shell share count unchanged in Q1 2026.
  • Shell made up 0.04% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #113 holding.
  • Evelyn Partners Investment Management first reported a position in Shell in Q4 2024 and has held it in 6 quarters since.
  • 1,587 funds tracked by Wall St. Rank held Shell as of Q1 2026.

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