Chatham Capital Group’s Shell SHEL Stock Holding History

Chatham Capital Group’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 Q1	$237K	Buy	+2,550	New	+$206K	0.03%	193
2025 Q1	–	Sell	-4,550	Closed	-$285K	–	202
2024 Q4	$285K	Hold	4,550	–	–	0.05%	181
2024 Q3	$300K	Hold	4,550	–	–	0.05%	175
2024 Q2	$328K	Hold	4,550	–	–	0.06%	168
2024 Q1	$305K	Hold	4,550	–	–	0.06%	170
2023 Q4	$299K	Hold	4,550	–	–	0.06%	166
2023 Q3	$293K	Hold	4,550	–	–	0.07%	166
2023 Q2	$275K	Hold	4,550	–	–	0.06%	171
2023 Q1	$262K	Hold	4,550	–	–	0.06%	174
2022 Q4	$259K	Sell	4,550 -1,150	-20%	-$63.4K	0.06%	172
2022 Q3	$284K	Hold	5,700	–	–	0.07%	158
2022 Q2	$298K	Hold	5,700	–	–	0.07%	159
2022 Q1	$313K	Buy	+5,700	New	+$303K	0.06%	159

Other funds holding SHEL

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mawer Investment Management

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return