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Checchi Capital Advisers’s Shell SHEL Stock Holding History

Checchi Capital Advisers’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 		$1.61M Sell
20,713
-246
-1% -$21.2K 0.07% 156
2026
Q1 		$1.95M Sell
20,959
-1,144
-5% -$92.4K 0.1% 132
2025
Q4 		$1.62M Sell
22,103
-371
-2% -$27.3K 0.08% 142
2025
Q3 		$1.61M Buy
22,474
+262
+1% +$18.9K 0.08% 142
2025
Q2 		$1.56M Sell
22,212
-1,487
-6% -$99.7K 0.09% 153
2025
Q1 		$1.74M Buy
23,699
+276
+1% +$18.6K 0.09% 140
2024
Q4 		$1.47M Sell
23,423
-370
-2% -$24.2K 0.09% 146
2024
Q3 		$1.57M Buy
23,793
+335
+1% +$23.7K 0.09% 142
2024
Q2 		$1.69M Buy
23,458
+107
+0.5% +$7.65K 0.08% 129
2024
Q1 		$1.57M Buy
23,351
+116
+0.5% +$7.43K 0.12% 142
2023
Q4 		$1.53M Buy
23,235
+2,215
+11% +$145K 0.12% 138
2023
Q3 		$1.35M Buy
21,020
+1,103
+6% +$68.7K 0.13% 135
2023
Q2 		$1.2M Buy
19,917
+3,947
+25% +$237K 0.11% 152
2023
Q1 		$919K Buy
15,970
+1,723
+12% +$101K 0.09% 180
2022
Q4 		$811K Buy
14,247
+451
+3% +$24.9K 0.08% 183
2022
Q3 		$686K Sell
13,796
-42
-0.3% -$2.16K 0.06% 207
2022
Q2 		$739K Buy
13,838
+1,472
+12% +$82.7K 0.06% 212
2022
Q1 		$679K Buy
+12,366
New +$656K 0.06% 220

Other funds holding SHEL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WD
WGI DM Boston, Massachusetts $1.16B AUM 2.51% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Checchi Capital Advisers's SHEL Position: Q2 2026 in Review

Checchi Capital Advisers reduced its Shell (SHEL) stake by 1.2% in Q2 2026, selling an estimated $21.2K and leaving 20,713 shares worth $1.61M. The position accounts for 0.07% of the portfolio, ranked #156.

Checchi Capital Advisers first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.95M in Q1 2026. 950 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Checchi Capital Advisers held 20,713 shares of Shell worth $1.61M as of Q2 2026.
  • Checchi Capital Advisers sold 246 Shell shares in Q2 2026, an estimated $21.2K.
  • Shell made up 0.07% of Checchi Capital Advisers's portfolio in Q2 2026, its #156 holding.
  • Checchi Capital Advisers first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Checchi Capital Advisers's Shell position peaked at $1.95M in Q1 2026.
  • 950 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.