HighPoint Advisor Group’s Shell SHEL Stock Holding History

HighPoint Advisor 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 Q2	$247K	Buy	3,182 +190	+6%	+$16.4K	0.01%	624
2026 Q1	$278K	Sell	2,992 -24,892	-89%	-$2.01M	0.01%	548
2025 Q4	$2.05M	Buy	27,884 +2,656	+11%	+$196K	0.05%	309
2025 Q3	$1.8M	Buy	25,228 +855	+4%	+$61.6K	0.09%	173
2025 Q2	$1.72M	Sell	24,373 -239	-1%	-$16K	0.09%	174
2025 Q1	$1.61M	Buy	24,612 +62	+0.3%	+$4.18K	0.09%	171
2024 Q4	$1.65M	Buy	24,550 +308	+1%	+$20.2K	0.09%	178
2024 Q3	$1.6M	Sell	24,242 -948	-4%	-$67.1K	0.09%	169
2024 Q2	$1.81M	Buy	25,190 +1,577	+7%	+$113K	0.11%	152
2024 Q1	$1.75M	Buy	23,613 +397	+2%	+$25.4K	0.12%	142
2023 Q4	$1.56M	Buy	+23,216	New	+$1.52M	0.11%	147
2022 Q2	$975K	Buy	+20,319	New	+$1.14M	0.11%	156

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

HighPoint Advisor Group's SHEL Position: Q2 2026 in Review

HighPoint Advisor Group increased its Shell (SHEL) stake by 6.4% in Q2 2026, buying an estimated $16.4K and bringing the position to 3,182 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #624.

HighPoint Advisor Group first reported a position in SHEL in Q2 2022 and has held it in 12 quarters since. The position peaked at $2.05M in Q4 2025. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

HighPoint Advisor Group held 3,182 shares of Shell worth $247K as of Q2 2026.
HighPoint Advisor Group bought 190 Shell shares in Q2 2026, an estimated $16.4K.
Shell made up 0.01% of HighPoint Advisor Group's portfolio in Q2 2026, its #624 holding.
HighPoint Advisor Group first reported a position in Shell in Q2 2022 and has held it in 12 quarters since.
HighPoint Advisor Group's Shell position peaked at $2.05M in Q4 2025.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.