Chicago Capital’s Shell SHEL Stock Holding History

Chicago Capital’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 Q3	$1.46M	Sell	15,404 -777	-5%	-$70.1K	0.03%	165
2026 Q2	$1.25M	Buy	16,181 +280	+2%	+$24.2K	0.03%	177
2026 Q1	$1.48M	Sell	15,901 -3,184	-17%	-$257K	0.04%	163
2025 Q4	$1.4M	Buy	19,085 +1,563	+9%	+$115K	0.03%	173
2025 Q3	$1.25M	Buy	17,522 +12,420	+243%	+$894K	0.03%	172
2025 Q2	$359K	Buy	5,102 +542	+12%	+$36.3K	0.01%	287
2025 Q1	$334K	Hold	4,560	–	–	0.01%	278
2024 Q4	$286K	Sell	4,560 -2,104	-32%	-$138K	0.01%	279
2024 Q3	$439K	Hold	6,664	–	–	0.01%	235
2024 Q2	$481K	Buy	6,664 +2,000	+43%	+$143K	0.01%	229
2024 Q1	$313K	Sell	4,664 -526	-10%	-$33.7K	0.01%	251
2023 Q4	$342K	Buy	5,190 +526	+11%	+$34.5K	0.01%	227
2023 Q3	$300K	Sell	4,664 -37	-0.8%	-$2.3K	0.01%	190
2023 Q2	$284K	Hold	4,701	–	–	0.01%	193
2023 Q1	$270K	Hold	4,701	–	–	0.01%	196
2022 Q4	$268K	Hold	4,701	–	–	0.01%	197
2022 Q3	$234K	Hold	4,701	–	–	0.01%	212
2022 Q2	$246K	Hold	4,701	–	–	0.01%	213
2022 Q1	$258K	Buy	+4,701	New	+$250K	0.01%	225

Other funds holding SHEL

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Chicago Capital's SHEL Position: Q3 2026 in Review

Chicago Capital reduced its Shell (SHEL) stake by 4.8% in Q3 2026, selling an estimated $70.1K and leaving 15,404 shares worth $1.46M. The position accounts for 0.03% of the portfolio, ranked #165.

Chicago Capital first reported a position in SHEL in Q1 2022 and has held it in 19 quarters since. The position peaked at $1.48M in Q1 2026. 1,022 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

Chicago Capital held 15,404 shares of Shell worth $1.46M as of Q3 2026.
Chicago Capital sold 777 Shell shares in Q3 2026, an estimated $70.1K.
Shell made up 0.03% of Chicago Capital's portfolio in Q3 2026, its #165 holding.
Chicago Capital first reported a position in Shell in Q1 2022 and has held it in 19 quarters since.
Chicago Capital's Shell position peaked at $1.48M in Q1 2026.
1,022 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Chicago Capital's 13F filing for Q3 2026, filed 13 Oct 2026.