CWM
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Chemistry Wealth Management’s Shell SHEL Stock Holding History

Chemistry Wealth Management’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 		$587K Sell
7,568
-988
-12% -$85.3K 0.09% 123
2026
Q1 		$796K Buy
8,556
+17
+0.2% +$1.37K 0.14% 92
2025
Q4 		$627K Buy
8,539
+21
+0.2% +$1.55K 0.12% 104
2025
Q3 		$609K Buy
8,518
+21
+0.2% +$1.51K 0.12% 104
2025
Q2 		$598K Buy
8,497
+101
+1% +$6.77K 0.13% 100
2025
Q1 		$615K Buy
8,396
+20
+0.2% +$1.35K 0.14% 94
2024
Q4 		$525K Buy
8,376
+344
+4% +$22.5K 0.12% 99
2024
Q3 		$530K Buy
8,032
+97
+1% +$6.87K 0.13% 99
2024
Q2 		$573K Buy
7,935
+387
+5% +$27.7K 0.15% 87
2024
Q1 		$506K Buy
7,548
+516
+7% +$33.1K 0.14% 98
2023
Q4 		$463K Buy
7,032
+505
+8% +$33.1K 0.14% 95
2023
Q3 		$420K Buy
6,527
+2,572
+65% +$160K 0.14% 94
2023
Q2 		$239K Hold
3,955
– – 0.08% 132
2023
Q1 		$228K Hold
3,955
– – 0.08% 128
2022
Q4 		$225K Buy
+3,955
New +$218K 0.09% 125
2022
Q3 		– Sell
-3,955
Closed -$207K – 134
2022
Q2 		$207K Hold
3,955
– – 0.08% 128
2022
Q1 		$217K Buy
+3,955
New +$210K 0.07% 130

Other funds holding SHEL

Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
EHC
Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Chemistry Wealth Management's SHEL Position: Q2 2026 in Review

Chemistry Wealth Management reduced its Shell (SHEL) stake by 12% in Q2 2026, selling an estimated $85.3K and leaving 7,568 shares worth $587K. The position accounts for 0.09% of the portfolio, ranked #123.

Chemistry Wealth Management first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $796K in Q1 2026. 725 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Chemistry Wealth Management held 7,568 shares of Shell worth $587K as of Q2 2026.
  • Chemistry Wealth Management sold 988 Shell shares in Q2 2026, an estimated $85.3K.
  • Shell made up 0.09% of Chemistry Wealth Management's portfolio in Q2 2026, its #123 holding.
  • Chemistry Wealth Management first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • Chemistry Wealth Management's Shell position peaked at $796K in Q1 2026.
  • 725 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Chemistry Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.