Halbert Hargrove Global Advisors’s Shell SHEL Stock Holding History

Halbert Hargrove Global 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 Q2	$14.8K	Buy	191 +29	+18%	+$2.5K	﹤0.01%	283
2026 Q1	$15K	Hold	162	–	–	﹤0.01%	265
2025 Q4	$11.9K	Hold	162	–	–	﹤0.01%	282
2025 Q3	$11.6K	Hold	162	–	–	﹤0.01%	310
2025 Q2	$11.4K	Sell	162 -14	-8%	-$938	﹤0.01%	223
2025 Q1	$12.9K	Buy	176 +14	+9%	+$943	﹤0.01%	224
2024 Q4	$10.1K	Buy	+162	New	+$10.6K	﹤0.01%	227
2022 Q2	–	Sell	-4,241	Closed	-$233K	–	170
2022 Q1	$233K	Buy	+4,241	New	+$225K	0.02%	146

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Halbert Hargrove Global Advisors's SHEL Position: Q2 2026 in Review

Halbert Hargrove Global Advisors increased its Shell (SHEL) stake by 18% in Q2 2026, buying an estimated $2.5K and bringing the position to 191 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #283.

Halbert Hargrove Global Advisors first reported a position in SHEL in Q1 2022 and has held it in 8 quarters since. The position peaked at $233K in Q1 2022. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Halbert Hargrove Global Advisors held 191 shares of Shell worth $14.8K as of Q2 2026.
Halbert Hargrove Global Advisors bought 29 Shell shares in Q2 2026, an estimated $2.5K.
Shell made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #283 holding.
Halbert Hargrove Global Advisors first reported a position in Shell in Q1 2022 and has held it in 8 quarters since.
Halbert Hargrove Global Advisors's Shell position peaked at $233K in Q1 2022.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.