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

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

HCR Wealth Advisors's SHEL Position: Q2 2026 in Review

HCR Wealth Advisors held its Shell (SHEL) position steady in Q2 2026 at 3,711 shares worth $288K. The position accounts for 0.03% of the portfolio, ranked #216.

HCR Wealth Advisors first reported a position in SHEL in Q2 2023 and has held it in 13 quarters since. The position peaked at $345K in Q1 2026. 1,527 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

HCR Wealth Advisors held 3,711 shares of Shell worth $288K as of Q2 2026.
HCR Wealth Advisors left its Shell share count unchanged in Q2 2026.
Shell made up 0.03% of HCR Wealth Advisors's portfolio in Q2 2026, its #216 holding.
HCR Wealth Advisors first reported a position in Shell in Q2 2023 and has held it in 13 quarters since.
HCR Wealth Advisors's Shell position peaked at $345K in Q1 2026.
1,527 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.