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Evolve Private Wealth’s Shell SHEL Stock Holding History

Evolve Private 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 		$1.65M Sell
21,298
-4,229
-17% -$365K 0.1% 181
2026
Q1 		$2.37M Buy
25,527
+3,696
+17% +$299K 0.13% 154
2025
Q4 		$1.6M Buy
+21,831
New +$1.61M 0.1% 198

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

Evolve Private Wealth's SHEL Position: Q2 2026 in Review

Evolve Private Wealth reduced its Shell (SHEL) stake by 17% in Q2 2026, selling an estimated $365K and leaving 21,298 shares worth $1.65M. The position accounts for 0.1% of the portfolio, ranked #181.

Evolve Private Wealth first reported a position in SHEL in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.37M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Evolve Private Wealth held 21,298 shares of Shell worth $1.65M as of Q2 2026.
  • Evolve Private Wealth sold 4,229 Shell shares in Q2 2026, an estimated $365K.
  • Shell made up 0.1% of Evolve Private Wealth's portfolio in Q2 2026, its #181 holding.
  • Evolve Private Wealth first reported a position in Shell in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Shell position peaked at $2.37M in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.