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Evergreen Capital Management’s Shell SHEL Stock Holding History

Evergreen Capital 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 		$15.3M Sell
164,042
-30,521
-16% -$2.47M 0.33% 68
2025
Q4 		$14.3M Sell
194,563
-263
-0.1% -$19.4K 0.32% 74
2025
Q3 		$13.9M Buy
194,826
+11,733
+6% +$845K 0.33% 74
2025
Q2 		$12.9M Buy
183,093
+9,195
+5% +$616K 0.39% 70
2025
Q1 		$12.7M Sell
173,898
-45,035
-21% -$3.03M 0.43% 59
2024
Q4 		$13.7M Buy
218,933
+1,995
+0.9% +$131K 0.45% 54
2024
Q3 		$14.3M Buy
216,938
+4,515
+2% +$320K 0.48% 47
2024
Q2 		$15.3M Buy
212,423
+280
+0.1% +$20K 0.56% 46
2024
Q1 		$14.2M Buy
212,143
+3,430
+2% +$220K 0.54% 47
2023
Q4 		$13.7M Buy
208,713
+1,878
+0.9% +$123K 0.56% 38
2023
Q3 		$13.3M Sell
206,835
-41,285
-17% -$2.57M 0.58% 31
2023
Q2 		$15M Buy
248,120
+2,788
+1% +$167K 0.63% 29
2023
Q1 		$14.1M Buy
245,332
+4,734
+2% +$279K 0.63% 32
2022
Q4 		$13.7M Buy
240,598
+3,290
+1% +$181K 0.64% 31
2022
Q3 		$11.8M Buy
237,308
+2,737
+1% +$141K 0.62% 35
2022
Q2 		$12.3M Sell
234,571
-11,654
-5% -$655K 0.64% 38
2022
Q1 		$13.5M Buy
+246,225
New +$13.1M 0.55% 48

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

Evergreen Capital Management's SHEL Position: Q1 2026 in Review

Evergreen Capital Management reduced its Shell (SHEL) stake by 16% in Q1 2026, selling an estimated $2.47M and leaving 164,042 shares worth $15.3M. The position accounts for 0.33% of the portfolio, ranked #68.

Evergreen Capital Management first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $15.3M in Q2 2024. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Evergreen Capital Management held 164,042 shares of Shell worth $15.3M as of Q1 2026.
  • Evergreen Capital Management sold 30,521 Shell shares in Q1 2026, an estimated $2.47M.
  • Shell made up 0.33% of Evergreen Capital Management's portfolio in Q1 2026, its #68 holding.
  • Evergreen Capital Management first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • Evergreen Capital Management's Shell position peaked at $15.3M in Q2 2024.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.