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 Q2	$47.8K	Buy	617 +571	+1,241%	+$49.3K	﹤0.01%	363
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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Evermay Wealth Management's SHEL Position: Q2 2026 in Review

Evermay Wealth Management increased its Shell (SHEL) stake by 1,241% in Q2 2026, buying an estimated $49.3K and bringing the position to 617 shares worth $47.8K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

Evermay Wealth Management first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Evermay Wealth Management held 617 shares of Shell worth $47.8K as of Q2 2026.
Evermay Wealth Management bought 571 Shell shares in Q2 2026, an estimated $49.3K.
Shell made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #363 holding.
Evermay Wealth Management first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.