Chevy Chase Trust’s Shell SHEL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $120M | Sell |
1,698,052
-16,771
| -1% | -$1.18M | 0.35% | 50 |
|
|
2025
Q1 | $126M | Sell |
1,714,823
-33,663
| -2% | -$2.47M | 0.4% | 43 |
|
|
2024
Q4 | $110M | Sell |
1,748,486
-65,883
| -4% | -$4.13M | 0.33% | 52 |
|
|
2024
Q3 | $120M | Sell |
1,814,369
-26,321
| -1% | -$1.74M | 0.37% | 51 |
|
|
2024
Q2 | $133M | Buy |
1,840,690
+5,799
| +0.3% | +$419K | 0.42% | 46 |
|
|
2024
Q1 | $123M | Sell |
1,834,891
-470
| -0% | -$31.5K | 0.4% | 50 |
|
|
2023
Q4 | $121M | Sell |
1,835,361
-26,107
| -1% | -$1.72M | 0.43% | 47 |
|
|
2023
Q3 | $120M | Sell |
1,861,468
-2,423
| -0.1% | -$156K | 0.47% | 43 |
|
|
2023
Q2 | $113M | Sell |
1,863,891
-175,264
| -9% | -$10.6M | 0.42% | 51 |
|
|
2023
Q1 | $117M | Sell |
2,039,155
-267,207
| -12% | -$15.4M | 0.46% | 47 |
|
|
2022
Q4 | $131M | Sell |
2,306,362
-237,257
| -9% | -$13.5M | 0.56% | 37 |
|
|
2022
Q3 | $127M | Buy |
2,543,619
+250,825
| +11% | +$12.5M | 0.54% | 38 |
|
|
2022
Q2 | $120M | Buy |
2,292,794
+163,575
| +8% | +$8.55M | 0.5% | 42 |
|
|
2022
Q1 | $117M | Buy |
+2,129,219
| New | +$117M | 0.4% | 51 |
|