Cheviot Value Management’s Shell SHEL Stock Holding History

Cheviot Value 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	$38.8K	Hold	500	–	–	﹤0.01%	223
2026 Q1	$46.5K	Hold	500	–	–	﹤0.01%	200
2025 Q4	$37.9K	Hold	500	–	–	﹤0.01%	214
2025 Q3	$37.5K	Hold	500	–	–	﹤0.01%	226
2025 Q2	$35.8K	Hold	500	–	–	﹤0.01%	208
2025 Q1	$32.6K	Buy	+500	New	+$33.7K	﹤0.01%	203

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

Cheviot Value Management's SHEL Position: Q2 2026 in Review

Cheviot Value Management held its Shell (SHEL) position steady in Q2 2026 at 500 shares worth $38.8K. The position accounts for ﹤0.01% of the portfolio, ranked #223.

Cheviot Value Management first reported a position in SHEL in Q1 2025 and has held it in 6 quarters since. The position peaked at $46.5K in Q1 2026. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Cheviot Value Management held 500 shares of Shell worth $38.8K as of Q2 2026.
Cheviot Value Management left its Shell share count unchanged in Q2 2026.
Shell made up ﹤0.01% of Cheviot Value Management's portfolio in Q2 2026, its #223 holding.
Cheviot Value Management first reported a position in Shell in Q1 2025 and has held it in 6 quarters since.
Cheviot Value Management's Shell position peaked at $46.5K in Q1 2026.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Cheviot Value Management's 13F filing for Q2 2026, filed 6 Aug 2026.