EWA
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EverSource Wealth Advisors’s Shell SHEL Stock Holding History

EverSource Wealth 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
Q2 		$653K Sell
8,419
-111
-1% -$9.58K 0.02% 470
2026
Q1 		$793K Buy
8,530
+1,323
+18% +$107K 0.02% 449
2025
Q4 		$530K Sell
7,207
-195
-3% -$14.4K 0.02% 525
2025
Q3 		$529K Buy
7,402
+887
+14% +$63.9K 0.02% 482
2025
Q2 		$459K Buy
6,515
+1,004
+18% +$67.3K 0.02% 490
2025
Q1 		$404K Buy
5,511
+328
+6% +$22.1K 0.02% 434
2024
Q4 		$325K Sell
5,183
-208
-4% -$13.6K 0.02% 487
2024
Q3 		$355K Sell
5,391
-780
-13% -$55.2K 0.02% 404
2024
Q2 		$452K Sell
6,171
-129
-2% -$9.22K 0.03% 338
2024
Q1 		$451K Buy
6,300
+2
+0% +$128 0.04% 286
2023
Q4 		$414K Buy
6,298
+2,311
+58% +$152K 0.04% 276
2023
Q3 		$257K Buy
3,987
+1,428
+56% +$88.9K 0.03% 352
2023
Q2 		$155K Buy
2,559
+136
+6% +$8.16K 0.02% 456
2023
Q1 		$139K Buy
2,423
+59
+2% +$3.47K 0.02% 454
2022
Q4 		$135K Sell
2,364
-49
-2% -$2.7K 0.02% 432
2022
Q3 		$120K Sell
2,413
-504
-17% -$26K 0.03% 384
2022
Q2 		$152K Buy
2,917
+2,340
+406% +$131K 0.04% 294
2022
Q1 		$31K Buy
+577
New +$30.6K 0.01% 568

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
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
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

EverSource Wealth Advisors's SHEL Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Shell (SHEL) stake by 1.3% in Q2 2026, selling an estimated $9.58K and leaving 8,419 shares worth $653K. The position accounts for 0.02% of the portfolio, ranked #470.

EverSource Wealth Advisors first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $793K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • EverSource Wealth Advisors held 8,419 shares of Shell worth $653K as of Q2 2026.
  • EverSource Wealth Advisors sold 111 Shell shares in Q2 2026, an estimated $9.58K.
  • Shell made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #470 holding.
  • EverSource Wealth Advisors first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's Shell position peaked at $793K in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.