HWP
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Highline Wealth Partners’s Shell SHEL Stock Holding History

Highline Wealth Partners’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 		$35.9K Sell
463
-17
-4% -$1.47K 0.01% 286
2026
Q1 		$44.6K Buy
480
+59
+14% +$4.77K 0.01% 185
2025
Q4 		$30.9K Sell
421
-2,157
-84% -$159K 0.01% 186
2025
Q3 		$184K Buy
2,578
+226
+10% +$16.3K 0.05% 103
2025
Q2 		$166K Sell
2,352
-16
-0.7% -$1.07K 0.05% 102
2025
Q1 		$174K Buy
2,368
+209
+10% +$14.1K 0.06% 96
2024
Q4 		$135K Sell
2,159
-79
-4% -$5.18K 0.04% 100
2024
Q3 		$148K Buy
2,238
+43
+2% +$3.04K 0.05% 105
2024
Q2 		$158K Buy
2,195
+107
+5% +$7.65K 0.06% 99
2024
Q1 		$140K Hold
2,088
– – 0.06% 104
2023
Q4 		$137K Hold
2,088
– – 0.07% 103
2023
Q3 		$134K Hold
2,088
– – 0.08% 93
2023
Q2 		$126K Hold
2,088
– – 0.08% 94
2023
Q1 		$120K Hold
2,088
– – 0.08% 91
2022
Q4 		$119K Hold
2,088
– – 0.09% 97
2022
Q3 		$104K Buy
+2,088
New +$108K 0.08% 89

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
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
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Highline Wealth Partners's SHEL Position: Q2 2026 in Review

Highline Wealth Partners reduced its Shell (SHEL) stake by 3.5% in Q2 2026, selling an estimated $1.47K and leaving 463 shares worth $35.9K. The position accounts for 0.01% of the portfolio, ranked #286.

Highline Wealth Partners first reported a position in SHEL in Q3 2022 and has held it in 16 quarters since. The position peaked at $184K in Q3 2025. 309 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Highline Wealth Partners held 463 shares of Shell worth $35.9K as of Q2 2026.
  • Highline Wealth Partners sold 17 Shell shares in Q2 2026, an estimated $1.47K.
  • Shell made up 0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #286 holding.
  • Highline Wealth Partners first reported a position in Shell in Q3 2022 and has held it in 16 quarters since.
  • Highline Wealth Partners's Shell position peaked at $184K in Q3 2025.
  • 309 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.