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Evernest Financial Advisors’s Shell SHEL Stock Holding History

Evernest Financial Advisors’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 		$696K Hold
8,006
– – 0.14% 99
2025
Q4 		$623K Hold
8,006
– – 0.13% 106
2025
Q3 		$573K Hold
8,006
– – 0.16% 110
2025
Q2 		$564K Buy
8,006
+40
+0.5% +$2.68K 0.18% 103
2025
Q1 		$584K Sell
7,966
-2,267
-22% -$153K 0.21% 94
2024
Q4 		$641K Buy
+10,233
New +$671K 0.17% 93

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

Evernest Financial Advisors's SHEL Position: Q1 2026 in Review

Evernest Financial Advisors held its Shell (SHEL) position steady in Q1 2026 at 8,006 shares worth $696K. The position accounts for 0.14% of the portfolio, ranked #99.

Evernest Financial Advisors first reported a position in SHEL in Q4 2024 and has held it in 6 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Evernest Financial Advisors held 8,006 shares of Shell worth $696K as of Q1 2026.
  • Evernest Financial Advisors left its Shell share count unchanged in Q1 2026.
  • Shell made up 0.14% of Evernest Financial Advisors's portfolio in Q1 2026, its #99 holding.
  • Evernest Financial Advisors first reported a position in Shell in Q4 2024 and has held it in 6 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.