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Evolution Wealth Advisors’s Shell SHEL Stock Holding History

Evolution 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
2025
Q3 		– Sell
-3,175
Closed -$224K – 176
2025
Q2 		$224K Hold
3,175
– – 0.03% 156
2025
Q1 		$233K Sell
3,175
-2,194
-41% -$148K 0.04% 133
2024
Q4 		$336K Buy
5,369
+1,245
+30% +$81.6K 0.06% 105
2024
Q3 		$272K Hold
4,124
– – 0.05% 109
2024
Q2 		$295K Hold
4,124
– – 0.06% 105
2024
Q1 		$276K Hold
4,124
– – 0.05% 109
2023
Q4 		$271K Buy
+4,124
New +$271K 0.05% 105

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
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Evolution Wealth Advisors's SHEL Position: Q3 2025 in Review

Evolution Wealth Advisors sold out of Shell (SHEL) in Q3 2025, closing a stake of 3,175 shares — an estimated $224K sold.

Evolution Wealth Advisors first reported a position in SHEL in Q4 2023 and held it in 7 quarters. The position peaked at $336K in Q4 2024. 1,391 funds tracked by Wall St. Rank hold SHEL as of Q3 2025.

  • Evolution Wealth Advisors reported no remaining Shell position as of Q3 2025 after selling out during the quarter.
  • Evolution Wealth Advisors sold 3,175 Shell shares in Q3 2025, an estimated $224K.
  • Evolution Wealth Advisors first reported a position in Shell in Q4 2023 and held it in 7 quarters.
  • Evolution Wealth Advisors's Shell position peaked at $336K in Q4 2024.
  • 1,391 funds tracked by Wall St. Rank held Shell as of Q3 2025.

Based on Evolution Wealth Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.