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Evoke Wealth’s Shell SHEL Stock Holding History

Evoke Wealth’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 		– Sell
-14,161
Closed -$1.32M – 532
2026
Q1 		$1.32M Buy
14,161
+786
+6% +$63.5K 0.02% 233
2025
Q4 		$983K Buy
13,375
+183
+1% +$13.5K 0.02% 270
2025
Q3 		$944K Buy
13,192
+444
+3% +$32K 0.02% 261
2025
Q2 		$898K Buy
12,748
+1,124
+10% +$75.3K 0.02% 248
2025
Q1 		$852K Buy
11,624
+15
+0.1% +$1.01K 0.02% 213
2024
Q4 		$727K Buy
11,609
+10
+0.1% +$655 0.02% 212
2024
Q3 		$765K Buy
+11,599
New +$821K 0.02% 203
2024
Q2 		– Sell
-11,605
Closed -$778K – 335
2024
Q1 		$778K Buy
+11,605
New +$744K 0.02% 197
2023
Q4 		– Sell
-10,953
Closed -$705K – 305
2023
Q3 		$705K Buy
10,953
+132
+1% +$8.22K 0.02% 205
2023
Q2 		$653K Buy
10,821
+135
+1% +$8.1K 0.02% 198
2023
Q1 		$615K Buy
10,686
+72
+0.7% +$4.24K 0.02% 195
2022
Q4 		$604K Buy
10,614
+620
+6% +$34.2K 0.02% 202
2022
Q3 		$497K Hold
9,994
– – 0.02% 208
2022
Q2 		$523K Hold
9,994
– – 0.02% 209
2022
Q1 		$549K Buy
+9,994
New +$531K 0.02% 225

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

Evoke Wealth's SHEL Position: Q2 2026 in Review

Evoke Wealth sold out of Shell (SHEL) in Q2 2026, closing a stake of 14,161 shares — an estimated $1.32M sold.

Evoke Wealth first reported a position in SHEL in Q1 2022 and held it in 15 quarters. The position peaked at $1.32M in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Evoke Wealth reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 14,161 Shell shares in Q2 2026, an estimated $1.32M.
  • Evoke Wealth first reported a position in Shell in Q1 2022 and held it in 15 quarters.
  • Evoke Wealth's Shell position peaked at $1.32M in Q1 2026.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.