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Evelyn Partners’s Shell SHEL Stock Holding History

Evelyn Partners’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 		$795K Buy
+10,251
New +$885K ﹤0.01% 186

Other funds holding SHEL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
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
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Evelyn Partners's SHEL Position: Q2 2026 in Review

Evelyn Partners opened a new position in Shell (SHEL) in Q2 2026: 10,251 shares worth $795K. The stake represents ﹤0.01% of the portfolio and ranks #186 among its holdings.

1,458 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Evelyn Partners held 10,251 shares of Shell worth $795K as of Q2 2026.
  • Shell was a new Evelyn Partners position in Q2 2026.
  • Shell made up ﹤0.01% of Evelyn Partners's portfolio in Q2 2026, its #186 holding.
  • 1,458 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Evelyn Partners's 13F filing for Q2 2026, filed 7 Aug 2026.