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Blue Chip Partners’s Shell SHEL Stock Holding History

Blue Chip Partners’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
Q1 		$357K Sell
3,840
-8
-0.2% -$646 0.03% 137
2025
Q4 		$283K Sell
3,848
-129
-3% -$9.5K 0.02% 145
2025
Q3 		$284K Buy
3,977
+13
+0.3% +$936 0.02% 138
2025
Q2 		$279K Buy
3,964
+32
+0.8% +$2.15K 0.02% 139
2025
Q1 		$288K Buy
3,932
+13
+0.3% +$876 0.02% 128
2024
Q4 		$246K Buy
3,919
+14
+0.4% +$917 0.02% 136
2024
Q3 		$258K Buy
3,905
+13
+0.3% +$921 0.02% 125
2024
Q2 		$281K Buy
3,892
+12
+0.3% +$858 0.03% 114
2024
Q1 		$260K Sell
3,880
-1,465
-27% -$93.9K 0.03% 117
2023
Q4 		$352K Buy
5,345
+13
+0.2% +$853 0.04% 104
2023
Q3 		$343K Buy
5,332
+12
+0.2% +$747 0.04% 104
2023
Q2 		$321K Buy
5,320
+11
+0.2% +$660 0.04% 116
2023
Q1 		$305K Buy
5,309
+54
+1% +$3.18K 0.04% 114
2022
Q4 		$299K Sell
5,255
-28
-0.5% -$1.54K 0.04% 116
2022
Q3 		$263K Buy
5,283
+123
+2% +$6.34K 0.04% 111
2022
Q2 		$270K Buy
5,160
+48
+0.9% +$2.7K 0.03% 118
2022
Q1 		$281K Buy
+5,112
New +$271K 0.03% 124

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

Blue Chip Partners's SHEL Position: Q1 2026 in Review

Blue Chip Partners reduced its Shell (SHEL) stake by 0.21% in Q1 2026, selling an estimated $646 and leaving 3,840 shares worth $357K. The position accounts for 0.03% of the portfolio, ranked #137.

Blue Chip Partners first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Blue Chip Partners held 3,840 shares of Shell worth $357K as of Q1 2026.
  • Blue Chip Partners sold 8 Shell shares in Q1 2026, an estimated $646.
  • Shell made up 0.03% of Blue Chip Partners's portfolio in Q1 2026, its #137 holding.
  • Blue Chip Partners first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Blue Chip Partners's 13F filing for Q1 2026, filed 15 May 2026.