HF Advisory Group
SHEL icon

HF Advisory Group’s Shell SHEL Stock Holding History

HF Advisory 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
Q3 		$4.86M Buy
51,091
+2,978
+6% +$269K 1.45% 16
2026
Q2 		$3.73M Sell
48,113
-922
-2% -$79.6K 1.15% 29
2026
Q1 		$4.56M Buy
49,035
+3,084
+7% +$249K 1.55% 13
2025
Q4 		$3.38M Buy
45,951
+4,051
+10% +$298K 1.18% 23
2025
Q3 		$3M Buy
41,900
+3,435
+9% +$247K 1.1% 25
2025
Q2 		$2.71M Buy
38,465
+6,499
+20% +$436K 1.07% 26
2025
Q1 		$2.34M Buy
31,966
+2,406
+8% +$162K 1.02% 32
2024
Q4 		$1.85M Buy
29,560
+4,028
+16% +$264K 0.85% 41
2024
Q3 		$1.68M Buy
25,532
+1,993
+8% +$141K 0.78% 45
2024
Q2 		$1.7M Sell
23,539
-601
-2% -$43K 0.88% 40
2024
Q1 		$1.62M Buy
24,140
+812
+3% +$52K 0.91% 38
2023
Q4 		$1.53M Sell
23,328
-920
-4% -$60.4K 0.98% 35
2023
Q3 		$1.56M Buy
24,248
+1,671
+7% +$104K 1.16% 22
2023
Q2 		$1.36M Buy
22,577
+2,697
+14% +$162K 1.08% 29
2023
Q1 		$1.14M Buy
19,880
+3,360
+20% +$198K 1.02% 30
2022
Q4 		$941K Buy
+16,520
New +$911K 0.95% 33

Other funds holding SHEL

Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Penn Davis McFarland
Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HF Advisory Group's SHEL Position: Q3 2026 in Review

HF Advisory Group increased its Shell (SHEL) stake by 6.2% in Q3 2026, buying an estimated $269K and bringing the position to 51,091 shares worth $4.86M. The position accounts for 1.45% of the portfolio, ranked #16.

HF Advisory Group first reported a position in SHEL in Q4 2022 and has held it in 16 quarters since. 486 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • HF Advisory Group held 51,091 shares of Shell worth $4.86M as of Q3 2026.
  • HF Advisory Group bought 2,978 Shell shares in Q3 2026, an estimated $269K.
  • Shell made up 1.45% of HF Advisory Group's portfolio in Q3 2026, its #16 holding.
  • HF Advisory Group first reported a position in Shell in Q4 2022 and has held it in 16 quarters since.
  • 486 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on HF Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.