HighTower Advisors
SHEL icon

HighTower Advisors’s Shell SHEL Stock Holding History

HighTower 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 		$22.8M Sell
293,932
-10,890
-4% -$940K 0.02% 605
2026
Q1 		$28.3M Buy
304,822
+22,534
+8% +$1.82M 0.03% 505
2025
Q4 		$20.7M Sell
282,288
-1,325
-0.5% -$97.6K 0.02% 595
2025
Q3 		$20.3M Sell
283,613
-45,965
-14% -$3.31M 0.02% 582
2025
Q2 		$23.2M Sell
329,578
-36,542
-10% -$2.45M 0.03% 526
2025
Q1 		$26.8M Sell
366,120
-65,727
-15% -$4.43M 0.04% 453
2024
Q4 		$27.1M Sell
431,847
-31,950
-7% -$2.09M 0.04% 438
2024
Q3 		$30.6M Buy
463,797
+3,476
+0.8% +$246K 0.04% 404
2024
Q2 		$33.2M Sell
460,321
-41,533
-8% -$2.97M 0.05% 352
2024
Q1 		$33.6M Sell
501,854
-6,136
-1% -$393K 0.05% 346
2023
Q4 		$33.4M Buy
507,990
+46,827
+10% +$3.07M 0.06% 333
2023
Q3 		$29.7M Buy
461,163
+20,116
+5% +$1.25M 0.06% 336
2023
Q2 		$26.6M Buy
441,047
+35,218
+9% +$2.11M 0.05% 346
2023
Q1 		$23.4M Sell
405,829
-26,816
-6% -$1.58M 0.05% 358
2022
Q4 		$24.6M Buy
432,645
+80,094
+23% +$4.42M 0.06% 334
2022
Q3 		$17.5M Buy
352,551
+18,865
+6% +$972K 0.05% 383
2022
Q2 		$17.4M Buy
333,686
+46,404
+16% +$2.61M 0.05% 383
2022
Q1 		$15.7M Buy
+287,282
New +$15.3M 0.04% 460

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
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
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

HighTower Advisors's SHEL Position: Q2 2026 in Review

HighTower Advisors reduced its Shell (SHEL) stake by 3.6% in Q2 2026, selling an estimated $940K and leaving 293,932 shares worth $22.8M. The position accounts for 0.02% of the portfolio, ranked #605.

HighTower Advisors first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $33.6M in Q1 2024. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • HighTower Advisors held 293,932 shares of Shell worth $22.8M as of Q2 2026.
  • HighTower Advisors sold 10,890 Shell shares in Q2 2026, an estimated $940K.
  • Shell made up 0.02% of HighTower Advisors's portfolio in Q2 2026, its #605 holding.
  • HighTower Advisors first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • HighTower Advisors's Shell position peaked at $33.6M in Q1 2024.
  • 1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.