EWA
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Exencial Wealth Advisors’s Shell SHEL Stock Holding History

Exencial 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
2026
Q1 		$6.33M Buy
68,043
+2,384
+4% +$193K 0.2% 121
2025
Q4 		$4.82M Buy
65,659
+1,473
+2% +$109K 0.15% 140
2025
Q3 		$4.59M Buy
64,186
+4,265
+7% +$307K 0.15% 144
2025
Q2 		$4.22M Sell
59,921
-247
-0.4% -$16.6K 0.15% 149
2025
Q1 		$4.41M Buy
60,168
+1,442
+2% +$97.1K 0.16% 146
2024
Q4 		$3.68M Sell
58,726
-510
-0.9% -$33.4K 0.13% 155
2024
Q3 		$3.91M Buy
59,236
+197
+0.3% +$14K 0.14% 154
2024
Q2 		$4.26M Sell
59,039
-3,682
-6% -$263K 0.16% 138
2024
Q1 		$4.2M Buy
62,721
+715
+1% +$45.8K 0.16% 142
2023
Q4 		$4.08M Sell
62,006
-6,938
-10% -$455K 0.17% 136
2023
Q3 		$4.44M Sell
68,944
-4,619
-6% -$288K 0.22% 118
2023
Q2 		$4.44M Sell
73,563
-1,600
-2% -$96K 0.2% 123
2023
Q1 		$4.32M Sell
75,163
-15,545
-17% -$915K 0.22% 119
2022
Q4 		$5.17M Sell
90,708
-3,882
-4% -$214K 0.28% 104
2022
Q3 		$4.71M Sell
94,590
-45,796
-33% -$2.36M 0.28% 105
2022
Q2 		$7.34M Buy
140,386
+4,516
+3% +$254K 0.41% 78
2022
Q1 		$7.46M Buy
+135,870
New +$7.21M 0.37% 90

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