Highline Wealth Partners
SHEL icon

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
Q3 		$55.5K Buy
584
+121
+26% +$10.9K 0.01% 247
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Life Cycle Investment Partners
Life Cycle Investment Partners London $23.6B AUM 38.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
WGI DM
WGI DM Boston, Massachusetts $1.26B AUM 4.28% 1-Year Est. Return

Highline Wealth Partners's SHEL Position: Q3 2026 in Review

Highline Wealth Partners increased its Shell (SHEL) stake by 26% in Q3 2026, buying an estimated $10.9K and bringing the position to 584 shares worth $55.5K. The position accounts for 0.01% of the portfolio, ranked #247.

Highline Wealth Partners first reported a position in SHEL in Q3 2022 and has held it in 17 quarters since. The position peaked at $184K in Q3 2025. 1,423 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Highline Wealth Partners held 584 shares of Shell worth $55.5K as of Q3 2026.
  • Highline Wealth Partners bought 121 Shell shares in Q3 2026, an estimated $10.9K.
  • Shell made up 0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #247 holding.
  • Highline Wealth Partners first reported a position in Shell in Q3 2022 and has held it in 17 quarters since.
  • Highline Wealth Partners's Shell position peaked at $184K in Q3 2025.
  • 1,423 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.