HCR Wealth Advisors’s Shell SHEL Stock Holding History

HCR 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 Q2	$288K	Hold	3,711	–	–	0.03%	216
2026 Q1	$345K	Buy	3,711 +60	+2%	+$4.85K	0.04%	184
2025 Q4	$268K	Hold	3,651	–	–	0.03%	206
2025 Q3	$262K	Hold	3,651	–	–	0.03%	201
2025 Q2	$257K	Hold	3,651	–	–	0.03%	203
2025 Q1	$268K	Hold	3,651	–	–	0.03%	193
2024 Q4	$229K	Hold	3,651	–	–	0.03%	210
2024 Q3	$241K	Hold	3,651	–	–	0.03%	206
2024 Q2	$264K	Hold	3,651	–	–	0.04%	185
2024 Q1	$245K	Hold	3,651	–	–	0.04%	191
2023 Q4	$240K	Buy	3,651 +66	+2%	+$4.33K	0.04%	174
2023 Q3	$231K	Hold	3,585	–	–	0.05%	149
2023 Q2	$216K	Buy	+3,585	New	+$215K	0.04%	161

Other funds holding SHEL

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return