Chapin Davis’s Shell SHEL Stock Holding History

Chapin Davis’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	$265K	Buy	3,424 +448	+15%	+$38.7K	0.05%	207
2026 Q1	$277K	Buy	+2,976	New	+$240K	0.06%	212
2025 Q3	–	Sell	-3,728	Closed	-$262K	–	259
2025 Q2	$262K	Buy	3,728 +3	+0.1%	+$201	0.07%	188
2025 Q1	$273K	Buy	3,725 +6	+0.2%	+$404	0.09%	173
2024 Q4	$245K	Hold	3,719	–	–	0.08%	192
2024 Q3	$245K	Buy	3,719 +3	+0.1%	+$212	0.08%	193
2024 Q2	$268K	Buy	3,716 +2	+0.1%	+$143	0.09%	179
2024 Q1	$249K	Buy	3,714 +5	+0.1%	+$320	0.09%	190
2023 Q4	$244K	Buy	+3,709	New	+$243K	0.1%	178

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

Chapin Davis's SHEL Position: Q2 2026 in Review

Chapin Davis increased its Shell (SHEL) stake by 15% in Q2 2026, buying an estimated $38.7K and bringing the position to 3,424 shares worth $265K. The position accounts for 0.05% of the portfolio, ranked #207.

Chapin Davis first reported a position in SHEL in Q4 2023 and has held it in 9 quarters since. The position peaked at $277K in Q1 2026. 1,527 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Chapin Davis held 3,424 shares of Shell worth $265K as of Q2 2026.
Chapin Davis bought 448 Shell shares in Q2 2026, an estimated $38.7K.
Shell made up 0.05% of Chapin Davis's portfolio in Q2 2026, its #207 holding.
Chapin Davis first reported a position in Shell in Q4 2023 and has held it in 9 quarters since.
Chapin Davis's Shell position peaked at $277K in Q1 2026.
1,527 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Chapin Davis's 13F filing for Q2 2026, filed 7 Jul 2026.