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
2023 Q4	–	Sell	-4	Closed	-$20	–	3831
2023 Q3	$20	Sell	4 -15	-79%	-$934	﹤0.01%	3548
2023 Q2	$512	Sell	19 -2,681	-99%	-$161K	﹤0.01%	3405
2023 Q1	$1.85K	Buy	2,700 +2,673	+9,900%	+$157K	﹤0.01%	3295
2022 Q4	$4.8K	Sell	27 -6	-18%	-$331	﹤0.01%	3218
2022 Q3	$42K	Buy	+33	New	+$1.7K	﹤0.01%	2903

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

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.