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
2022
Q3 		– Sell
-3,500
Closed -$64K – 3372
2022
Q2 		$64K Buy
3,500
+3,435
+5,285% +$193K ﹤0.01% 2872
2022
Q1 		$127K Buy
+65
New +$3.45K ﹤0.01% 2943

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 #606.

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. 1,530 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 #606 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.
  • 1,530 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.