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Highland Investment Advisors LLC’s Shell SHEL Stock Holding History

Highland Investment Advisors LLC’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 		$2.98K Buy
+38
New +$3.28K ﹤0.01% 464

Other funds holding SHEL

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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WD
WGI DM Boston, Massachusetts $1.16B AUM 2.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Highland Investment Advisors LLC's SHEL Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in Shell (SHEL) in Q2 2026: 38 shares worth $2.98K. The stake represents ﹤0.01% of the portfolio and ranks #464 among its holdings.

1,295 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Highland Investment Advisors LLC held 38 shares of Shell worth $2.98K as of Q2 2026.
  • Shell was a new Highland Investment Advisors LLC position in Q2 2026.
  • Shell made up ﹤0.01% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #464 holding.
  • 1,295 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.