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

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

HF Advisory Group Annapolis, Maryland $323M AUM 17.8% 1-Year Est. Return

DMKC Advisory Services Des Moines, Iowa $530M AUM 22.27% 1-Year Est. Return

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return