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 Q2	–	Sell	-2,550	Closed	-$237K	–	206
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 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

Chatham Capital Group's SHEL Position: Q2 2026 in Review

Chatham Capital Group sold out of Shell (SHEL) in Q2 2026, closing a stake of 2,550 shares — an estimated $237K sold.

Chatham Capital Group first reported a position in SHEL in Q1 2022 and held it in 13 quarters. The position peaked at $328K in Q2 2024. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Chatham Capital Group reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
Chatham Capital Group sold 2,550 Shell shares in Q2 2026, an estimated $237K.
Chatham Capital Group first reported a position in Shell in Q1 2022 and held it in 13 quarters.
Chatham Capital Group's Shell position peaked at $328K in Q2 2024.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Chatham Capital Group's 13F filing for Q2 2026, filed 13 Jul 2026.