HWM
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HighMark Wealth Management’s Shell SHEL Stock Holding History

HighMark Wealth Management’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
Q1 		$7.72K Buy
+83
New +$6.71K ﹤0.01% 321
2025
Q4 		– Sell
-46
Closed -$3.26K – 650
2025
Q3 		$3.26K Buy
46
+1
+2% +$72 ﹤0.01% 448
2025
Q2 		$3.19K Buy
45
+9
+25% +$603 ﹤0.01% 448
2025
Q1 		$2.65K Sell
36
-271
-88% -$18.3K ﹤0.01% 431
2024
Q4 		$19.2K Buy
307
+4
+1% +$262 0.01% 203
2024
Q3 		$20K Sell
303
-13
-4% -$921 0.01% 208
2024
Q2 		$22.8K Sell
316
-8
-2% -$572 0.01% 191
2024
Q1 		$21.7K Buy
324
+3
+0.9% +$192 0.01% 191
2023
Q4 		$21.1K Sell
321
-10
-3% -$656 0.02% 186
2023
Q3 		$21.3K Sell
331
-4
-1% -$249 0.02% 169
2023
Q2 		$20.2K Sell
335
-2
-0.6% -$120 0.02% 185
2023
Q1 		$19.4K Buy
337
+28
+9% +$1.65K 0.02% 214
2022
Q4 		$17.6K Buy
309
+22
+8% +$1.21K 0.01% 181
2022
Q3 		$14K Buy
287
+248
+636% +$12.8K 0.01% 199
2022
Q2 		$2K Buy
+39
New +$2.19K ﹤0.01% 446

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return