HighTower Advisors
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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
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

HighTower Advisors's SHEL Position: Q1 2026 in Review

HighTower Advisors increased its Shell (SHEL) stake by 8% in Q1 2026, buying an estimated $1.82M and bringing the position to 304,822 shares worth $28.3M. The position accounts for 0.03% of the portfolio, ranked #505.

HighTower Advisors first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $33.6M in Q1 2024. 1,585 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • HighTower Advisors held 304,822 shares of Shell worth $28.3M as of Q1 2026.
  • HighTower Advisors bought 22,534 Shell shares in Q1 2026, an estimated $1.82M.
  • Shell made up 0.03% of HighTower Advisors's portfolio in Q1 2026, its #505 holding.
  • HighTower Advisors first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • HighTower Advisors's Shell position peaked at $33.6M in Q1 2024.
  • 1,585 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.