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Chesley Taft & Associates’s Shell SHEL Stock Holding History

Chesley Taft & Associates’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 		$990K Buy
12,768
+460
+4% +$39.7K 0.04% 226
2026
Q1 		$1.14M Sell
12,308
-500
-4% -$40.4K 0.05% 204
2025
Q4 		$941K Buy
12,808
+500
+4% +$36.8K 0.04% 227
2025
Q3 		$880K Sell
12,308
-1,855
-13% -$134K 0.04% 226
2025
Q2 		$997K Hold
14,163
– – 0.04% 205
2025
Q1 		$1.04M Hold
14,163
– – 0.05% 196
2024
Q4 		$887K Buy
14,163
+8
+0.1% +$524 0.04% 208
2024
Q3 		$934K Sell
14,155
-60
-0.4% -$4.25K 0.04% 199
2024
Q2 		$1.03M Hold
14,215
– – 0.05% 186
2024
Q1 		$953K Hold
14,215
– – 0.05% 194
2023
Q4 		$935K Sell
14,215
-25
-0.2% -$1.64K 0.05% 193
2023
Q3 		$917K Hold
14,240
– – 0.06% 181
2023
Q2 		$860K Sell
14,240
-200
-1% -$12K 0.05% 186
2023
Q1 		$831K Hold
14,440
– – 0.05% 187
2022
Q4 		$822K Hold
14,440
– – 0.06% 181
2022
Q3 		$719K Hold
14,440
– – 0.05% 186
2022
Q2 		$755K Hold
14,440
– – 0.05% 191
2022
Q1 		$808K Buy
+14,440
New +$767K 0.05% 196

Other funds holding SHEL

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Chesley Taft & Associates's SHEL Position: Q2 2026 in Review

Chesley Taft & Associates increased its Shell (SHEL) stake by 3.7% in Q2 2026, buying an estimated $39.7K and bringing the position to 12,768 shares worth $990K. The position accounts for 0.04% of the portfolio, ranked #226.

Chesley Taft & Associates first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.14M in Q1 2026. 309 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Chesley Taft & Associates held 12,768 shares of Shell worth $990K as of Q2 2026.
  • Chesley Taft & Associates bought 460 Shell shares in Q2 2026, an estimated $39.7K.
  • Shell made up 0.04% of Chesley Taft & Associates's portfolio in Q2 2026, its #226 holding.
  • Chesley Taft & Associates first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Chesley Taft & Associates's Shell position peaked at $1.14M in Q1 2026.
  • 309 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.