Chevy Chase Trust
SHEL icon

Chevy Chase Trust’s Shell SHEL Stock Holding History

Chevy Chase Trust’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 		$126M Sell
1,630,273
-39,467
-2% -$3.41M 0.33% 60
2026
Q1 		$155M Sell
1,669,740
-13,767
-0.8% -$1.11M 0.45% 38
2025
Q4 		$124M Sell
1,683,507
-26,937
-2% -$1.98M 0.33% 58
2025
Q3 		$122M Buy
1,710,444
+12,392
+0.7% +$892K 0.34% 51
2025
Q2 		$120M Sell
1,698,052
-16,771
-1% -$1.12M 0.35% 50
2025
Q1 		$126M Sell
1,714,823
-33,663
-2% -$2.27M 0.4% 43
2024
Q4 		$110M Sell
1,748,486
-65,883
-4% -$4.32M 0.33% 52
2024
Q3 		$120M Sell
1,814,369
-26,321
-1% -$1.86M 0.37% 51
2024
Q2 		$133M Buy
1,840,690
+5,799
+0.3% +$414K 0.42% 46
2024
Q1 		$123M Sell
1,834,891
-470
-0% -$30.1K 0.4% 50
2023
Q4 		$121M Sell
1,835,361
-26,107
-1% -$1.71M 0.43% 47
2023
Q3 		$120M Sell
1,861,468
-2,423
-0.1% -$151K 0.47% 43
2023
Q2 		$113M Sell
1,863,891
-175,264
-9% -$10.5M 0.42% 51
2023
Q1 		$117M Sell
2,039,155
-267,207
-12% -$15.7M 0.46% 47
2022
Q4 		$131M Sell
2,306,362
-237,257
-9% -$13.1M 0.56% 37
2022
Q3 		$127M Buy
2,543,619
+250,825
+11% +$12.9M 0.54% 38
2022
Q2 		$120M Buy
2,292,794
+163,575
+8% +$9.19M 0.5% 42
2022
Q1 		$117M Buy
+2,129,219
New +$113M 0.4% 51

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
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
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Chevy Chase Trust's SHEL Position: Q2 2026 in Review

Chevy Chase Trust reduced its Shell (SHEL) stake by 2.4% in Q2 2026, selling an estimated $3.41M and leaving 1,630,273 shares worth $126M. The position accounts for 0.33% of the portfolio, ranked #60.

Chevy Chase Trust first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $155M in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Chevy Chase Trust held 1,630,273 shares of Shell worth $126M as of Q2 2026.
  • Chevy Chase Trust sold 39,467 Shell shares in Q2 2026, an estimated $3.41M.
  • Shell made up 0.33% of Chevy Chase Trust's portfolio in Q2 2026, its #60 holding.
  • Chevy Chase Trust first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Chevy Chase Trust's Shell position peaked at $155M in Q1 2026.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.