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Millstone Evans Group’s Shell SHEL Stock Holding History

Millstone Evans Group’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 		$31K Sell
400
-175
-30% -$15.1K 0.02% 442
2026
Q1 		$53.5K Hold
575
– – 0.03% 314
2025
Q4 		$42.3K Hold
575
– – 0.02% 359
2025
Q3 		$41.1K Hold
575
– – 0.03% 346
2025
Q2 		$40.5K Hold
575
– – 0.03% 340
2025
Q1 		$42.1K Hold
575
– – 0.03% 322
2024
Q4 		$36K Buy
+575
New +$37.7K 0.02% 340

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

Millstone Evans Group's SHEL Position: Q2 2026 in Review

Millstone Evans Group reduced its Shell (SHEL) stake by 30% in Q2 2026, selling an estimated $15.1K and leaving 400 shares worth $31K. The position accounts for 0.02% of the portfolio, ranked #442.

Millstone Evans Group first reported a position in SHEL in Q4 2024 and has held it in 7 quarters since. The position peaked at $53.5K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Millstone Evans Group held 400 shares of Shell worth $31K as of Q2 2026.
  • Millstone Evans Group sold 175 Shell shares in Q2 2026, an estimated $15.1K.
  • Shell made up 0.02% of Millstone Evans Group's portfolio in Q2 2026, its #442 holding.
  • Millstone Evans Group first reported a position in Shell in Q4 2024 and has held it in 7 quarters since.
  • Millstone Evans Group's Shell position peaked at $53.5K in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.