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HHM Wealth Advisors’s Shell SHEL Stock Holding History

HHM 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 		$7.75K Buy
+100
New +$8.63K ﹤0.01% 665
2026
Q1 		– Sell
-46
Closed -$3.38K – 910
2025
Q4 		$3.38K Sell
46
-325
-88% -$23.9K ﹤0.01% 746
2025
Q3 		$26.5K Hold
371
– – ﹤0.01% 466
2025
Q2 		$26.1K Sell
371
-45
-11% -$3.02K ﹤0.01% 472
2025
Q1 		$30.5K Buy
416
+46
+12% +$3.1K ﹤0.01% 447
2024
Q4 		$23.2K Buy
370
+293
+381% +$19.2K ﹤0.01% 476
2024
Q3 		$5.08K Buy
77
+32
+71% +$2.27K ﹤0.01% 652
2024
Q2 		$3.25K Sell
45
-565
-93% -$40.4K ﹤0.01% 671
2024
Q1 		$40.9K Hold
610
– – 0.01% 325
2023
Q4 		$40.1K Hold
610
– – 0.01% 319
2023
Q3 		$39.3K Sell
610
-100
-14% -$6.22K 0.01% 309
2023
Q2 		$42.9K Buy
710
+28
+4% +$1.68K 0.01% 307
2023
Q1 		$39.2K Buy
682
+70
+11% +$4.12K 0.01% 308
2022
Q4 		$34.9K Sell
612
-140
-19% -$7.72K 0.01% 285
2022
Q3 		$37K Buy
752
+61
+9% +$3.14K 0.01% 272
2022
Q2 		$36K Buy
691
+391
+130% +$22K 0.01% 323
2022
Q1 		$16K Buy
+300
New +$15.9K ﹤0.01% 467

Other funds holding SHEL

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

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

HHM Wealth Advisors opened a new position in Shell (SHEL) in Q2 2026: 100 shares worth $7.75K. The stake represents ﹤0.01% of the portfolio and ranks #665 among its holdings. This is a return to the name: HHM Wealth Advisors previously reported a position in SHEL as recently as Q4 2025.

HHM Wealth Advisors first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $42.9K in Q2 2023. 473 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • HHM Wealth Advisors held 100 shares of Shell worth $7.75K as of Q2 2026.
  • Shell was a new HHM Wealth Advisors position in Q2 2026.
  • Shell made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #665 holding.
  • HHM Wealth Advisors first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • HHM Wealth Advisors's Shell position peaked at $42.9K in Q2 2023.
  • 473 funds tracked by Wall St. Rank held Shell as of Q2 2026.

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