HWM
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HB Wealth Management’s Shell SHEL Stock Holding History

HB Wealth Management’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 		$3.86M Buy
49,749
+1,643
+3% +$142K 0.02% 321
2026
Q1 		$4.47M Buy
48,106
+981
+2% +$79.3K 0.03% 272
2025
Q4 		$3.46M Buy
47,125
+1,795
+4% +$132K 0.02% 310
2025
Q3 		$3.24M Buy
45,330
+1,341
+3% +$96.6K 0.02% 319
2025
Q2 		$3.1M Sell
43,989
-4,239
-9% -$284K 0.02% 291
2025
Q1 		$3.53M Buy
48,228
+14,098
+41% +$950K 0.03% 279
2024
Q4 		$2.14M Sell
34,130
-1,994
-6% -$131K 0.02% 274
2024
Q3 		$2.38M Sell
36,124
-3,788
-9% -$268K 0.03% 250
2024
Q2 		$2.88M Buy
39,912
+10,105
+34% +$722K 0.03% 212
2024
Q1 		$2M Sell
29,807
-2,115
-7% -$136K 0.03% 246
2023
Q4 		$2.1M Sell
31,922
-7,632
-19% -$501K 0.03% 221
2023
Q3 		$2.55M Sell
39,554
-5,633
-12% -$351K 0.04% 177
2023
Q2 		$2.73M Buy
45,187
+18,313
+68% +$1.1M 0.04% 170
2023
Q1 		$1.55M Sell
26,874
-19
-0.1% -$1.12K 0.03% 226
2022
Q4 		$1.53M Buy
26,893
+3,690
+16% +$203K 0.03% 233
2022
Q3 		$1.16M Buy
23,203
+2,769
+14% +$143K 0.02% 241
2022
Q2 		$1.07M Sell
20,434
-9,021
-31% -$507K 0.02% 246
2022
Q1 		$1.62M Buy
+29,455
New +$1.56M 0.03% 207

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

HB Wealth Management's SHEL Position: Q2 2026 in Review

HB Wealth Management increased its Shell (SHEL) stake by 3.4% in Q2 2026, buying an estimated $142K and bringing the position to 49,749 shares worth $3.86M. The position accounts for 0.02% of the portfolio, ranked #321.

HB Wealth Management first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.47M in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • HB Wealth Management held 49,749 shares of Shell worth $3.86M as of Q2 2026.
  • HB Wealth Management bought 1,643 Shell shares in Q2 2026, an estimated $142K.
  • Shell made up 0.02% of HB Wealth Management's portfolio in Q2 2026, its #321 holding.
  • HB Wealth Management first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • HB Wealth Management's Shell position peaked at $4.47M in Q1 2026.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.