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Choate Investment Advisors’s Shell SHEL Stock Holding History

Choate Investment Advisors’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
Q1 		$887K Sell
9,542
-472
-5% -$38.1K 0.02% 247
2025
Q4 		$736K Buy
10,014
+1,824
+22% +$134K 0.01% 261
2025
Q3 		$586K Buy
8,190
+63
+0.8% +$4.54K 0.01% 270
2025
Q2 		$572K Hold
8,127
– – 0.01% 254
2025
Q1 		$596K Buy
8,127
+627
+8% +$42.2K 0.01% 237
2024
Q4 		$470K Buy
7,500
+4,076
+119% +$267K 0.01% 276
2024
Q3 		$226K Sell
3,424
-3,577
-51% -$253K 0.01% 357
2024
Q2 		$505K Sell
7,001
-100
-1% -$7.15K 0.01% 251
2024
Q1 		$476K Hold
7,101
– – 0.01% 273
2023
Q4 		$467K Sell
7,101
-441
-6% -$28.9K 0.01% 251
2023
Q3 		$486K Buy
+7,542
New +$469K 0.02% 246

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Choate Investment Advisors's SHEL Position: Q1 2026 in Review

Choate Investment Advisors reduced its Shell (SHEL) stake by 4.7% in Q1 2026, selling an estimated $38.1K and leaving 9,542 shares worth $887K. The position accounts for 0.02% of the portfolio, ranked #247.

Choate Investment Advisors first reported a position in SHEL in Q3 2023 and has held it in 11 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Choate Investment Advisors held 9,542 shares of Shell worth $887K as of Q1 2026.
  • Choate Investment Advisors sold 472 Shell shares in Q1 2026, an estimated $38.1K.
  • Shell made up 0.02% of Choate Investment Advisors's portfolio in Q1 2026, its #247 holding.
  • Choate Investment Advisors first reported a position in Shell in Q3 2023 and has held it in 11 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Choate Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.