Chicago Partners Investment Group’s Shell SHEL Stock Holding History

Chicago Partners Investment Group’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	$394K	Buy	4,483 +555	+14%	+$47.9K	0.01%	1120
2026 Q1	$351K	Buy	3,928 +171	+5%	+$13.8K	0.01%	1058
2025 Q4	$277K	Buy	3,757 +147	+4%	+$10.8K	0.01%	1076
2025 Q3	$271K	Buy	3,610 +280	+8%	+$20.2K	0.01%	1007
2025 Q2	$242K	Buy	+3,330	New	+$223K	0.01%	952

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

Chicago Partners Investment Group's SHEL Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Shell (SHEL) stake by 14% in Q2 2026, buying an estimated $47.9K and bringing the position to 4,483 shares worth $394K. The position accounts for 0.01% of the portfolio, ranked #1120.

Chicago Partners Investment Group first reported a position in SHEL in Q2 2025 and has held it in 5 quarters since. 1,523 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Chicago Partners Investment Group held 4,483 shares of Shell worth $394K as of Q2 2026.
Chicago Partners Investment Group bought 555 Shell shares in Q2 2026, an estimated $47.9K.
Shell made up 0.01% of Chicago Partners Investment Group's portfolio in Q2 2026, its #1120 holding.
Chicago Partners Investment Group first reported a position in Shell in Q2 2025 and has held it in 5 quarters since.
1,523 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.