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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
Q3 		$326K Buy
3,426
+2
+0.1% +$180 0.06% 180
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

Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
ERP
Eldred Rock Partners San Antonio, Texas $451M AUM 38.39% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
WC
Woodstock Corp Boston, Massachusetts $1.24B AUM 22.02% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Chapin Davis's SHEL Position: Q3 2026 in Review

Chapin Davis increased its Shell (SHEL) stake by 0.06% in Q3 2026, buying an estimated $180 and bringing the position to 3,426 shares worth $326K. The position accounts for 0.06% of the portfolio, ranked #180.

Chapin Davis first reported a position in SHEL in Q4 2023 and has held it in 10 quarters since. 202 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Chapin Davis held 3,426 shares of Shell worth $326K as of Q3 2026.
  • Chapin Davis bought 2 Shell shares in Q3 2026, an estimated $180.
  • Shell made up 0.06% of Chapin Davis's portfolio in Q3 2026, its #180 holding.
  • Chapin Davis first reported a position in Shell in Q4 2023 and has held it in 10 quarters since.
  • 202 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Chapin Davis's 13F filing for Q3 2026, filed 9 Oct 2026.