Everstar Asset Management’s Shell SHEL Stock Holding History

Everstar Asset 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	$1.03M	Buy	13,325 +29	+0.2%	+$2.5K	0.5%	69
2026 Q1	$1.24M	Buy	13,296 +461	+4%	+$37.3K	0.66%	44
2025 Q4	$943K	Buy	12,835 +527	+4%	+$38.8K	0.51%	67
2025 Q3	$880K	Buy	12,308 +6,649	+117%	+$479K	0.5%	64
2025 Q2	$398K	Sell	5,659 -2,276	-29%	-$153K	0.24%	125
2025 Q1	$581K	Buy	7,935 +3,178	+67%	+$214K	0.39%	82
2024 Q4	$298K	Buy	4,757 +564	+13%	+$37K	0.21%	126
2024 Q3	$277K	Buy	+4,193	New	+$297K	0.19%	142

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

Everstar Asset Management's SHEL Position: Q2 2026 in Review

Everstar Asset Management increased its Shell (SHEL) stake by 0.22% in Q2 2026, buying an estimated $2.5K and bringing the position to 13,325 shares worth $1.03M. The position accounts for 0.5% of the portfolio, ranked #69.

Everstar Asset Management first reported a position in SHEL in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.24M in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Everstar Asset Management held 13,325 shares of Shell worth $1.03M as of Q2 2026.
Everstar Asset Management bought 29 Shell shares in Q2 2026, an estimated $2.5K.
Shell made up 0.5% of Everstar Asset Management's portfolio in Q2 2026, its #69 holding.
Everstar Asset Management first reported a position in Shell in Q3 2024 and has held it in 8 quarters since.
Everstar Asset Management's Shell position peaked at $1.24M in Q1 2026.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Everstar Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.