Evermay Wealth Management’s Shell SHEL Stock Holding History

Evermay Wealth 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	$4.28K	Sell	46 -54	-54%	-$4.36K	﹤0.01%	521
2025 Q4	$7.35K	Hold	100	–	–	﹤0.01%	470
2025 Q3	$7.15K	Hold	100	–	–	﹤0.01%	462
2025 Q2	$7.04K	Hold	100	–	–	﹤0.01%	464
2025 Q1	$7.33K	Hold	100	–	–	﹤0.01%	468
2024 Q4	$6.26K	Hold	100	–	–	﹤0.01%	478
2024 Q3	$6.59K	Hold	100	–	–	﹤0.01%	489
2024 Q2	$7.22K	Hold	100	–	–	﹤0.01%	477
2024 Q1	$6.7K	Sell	100 -100	-50%	-$6.41K	﹤0.01%	494
2023 Q4	$13.2K	Hold	200	–	–	﹤0.01%	424
2023 Q3	$12.9K	Hold	200	–	–	﹤0.01%	404
2023 Q2	$12.1K	Hold	200	–	–	﹤0.01%	408
2023 Q1	$11.5K	Hold	200	–	–	﹤0.01%	405
2022 Q4	$11.4K	Hold	200	–	–	﹤0.01%	404
2022 Q3	$10K	Hold	200	–	–	﹤0.01%	399
2022 Q2	$10K	Hold	200	–	–	﹤0.01%	399
2022 Q1	$11K	Buy	+200	New	+$10.6K	﹤0.01%	415

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 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