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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
Q2 		– Sell
-3,840
Closed -$357K – 191
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 $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

Blue Chip Partners's SHEL Position: Q2 2026 in Review

Blue Chip Partners sold out of Shell (SHEL) in Q2 2026, closing a stake of 3,840 shares — an estimated $357K sold.

Blue Chip Partners first reported a position in SHEL in Q1 2022 and held it in 17 quarters. The position peaked at $357K in Q1 2026. 1,531 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Blue Chip Partners reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
  • Blue Chip Partners sold 3,840 Shell shares in Q2 2026, an estimated $357K.
  • Blue Chip Partners first reported a position in Shell in Q1 2022 and held it in 17 quarters.
  • Blue Chip Partners's Shell position peaked at $357K in Q1 2026.
  • 1,531 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Blue Chip Partners's 13F filing for Q2 2026, filed 14 Aug 2026.