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 Q3	$59.1K	Buy	622 +5	+0.8%	+$451	0.01%	342
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	$6.6K	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

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Evermay Wealth Management's SHEL Position: Q3 2026 in Review

Evermay Wealth Management increased its Shell (SHEL) stake by 0.81% in Q3 2026, buying an estimated $451 and bringing the position to 622 shares worth $59.1K. The position accounts for 0.01% of the portfolio, ranked #342.

Evermay Wealth Management first reported a position in SHEL in Q1 2022 and has held it in 19 quarters since. 1,022 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

Evermay Wealth Management held 622 shares of Shell worth $59.1K as of Q3 2026.
Evermay Wealth Management bought 5 Shell shares in Q3 2026, an estimated $451.
Shell made up 0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #342 holding.
Evermay Wealth Management first reported a position in Shell in Q1 2022 and has held it in 19 quarters since.
1,022 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.