CIP
SHEL icon

Chartwell Investment Partners’s Shell SHEL Stock Holding History

Chartwell Investment 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
2022
Q4 		– Sell
-166,975
Closed -$8.31M – 429
2022
Q3 		$8.31M Buy
166,975
+1,489
+0.9% +$76.7K 0.35% 104
2022
Q2 		$8.65M Sell
165,486
-20,198
-11% -$1.13M 0.35% 98
2022
Q1 		$10.2M Buy
+185,684
New +$9.86M 0.34% 104

Other funds holding SHEL

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Chartwell Investment Partners's SHEL Position: Q4 2022 in Review

Chartwell Investment Partners sold out of Shell (SHEL) in Q4 2022, closing a stake of 166,975 shares — an estimated $8.31M sold.

Chartwell Investment Partners first reported a position in SHEL in Q1 2022 and held it in 3 quarters. The position peaked at $10.2M in Q1 2022. 1,181 funds tracked by Wall St. Rank hold SHEL as of Q4 2022.

  • Chartwell Investment Partners reported no remaining Shell position as of Q4 2022 after selling out during the quarter.
  • Chartwell Investment Partners sold 166,975 Shell shares in Q4 2022, an estimated $8.31M.
  • Chartwell Investment Partners first reported a position in Shell in Q1 2022 and held it in 3 quarters.
  • Chartwell Investment Partners's Shell position peaked at $10.2M in Q1 2022.
  • 1,181 funds tracked by Wall St. Rank held Shell as of Q4 2022.

Based on Chartwell Investment Partners's 13F filing for Q4 2022, filed 16 Feb 2023.