EW
SHEL icon

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
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 $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

Evoke Wealth's SHEL Position: Q1 2026 in Review

Evoke Wealth increased its Shell (SHEL) stake by 5.9% in Q1 2026, buying an estimated $63.5K and bringing the position to 14,161 shares worth $1.32M. The position accounts for 0.02% of the portfolio, ranked #233.

Evoke Wealth first reported a position in SHEL in Q1 2022 and has held it in 15 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Evoke Wealth held 14,161 shares of Shell worth $1.32M as of Q1 2026.
  • Evoke Wealth bought 786 Shell shares in Q1 2026, an estimated $63.5K.
  • Shell made up 0.02% of Evoke Wealth's portfolio in Q1 2026, its #233 holding.
  • Evoke Wealth first reported a position in Shell in Q1 2022 and has held it in 15 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.