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 Q2	$740K	Hold	9,542	–	–	0.01%	274
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 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

Choate Investment Advisors's SHEL Position: Q2 2026 in Review

Choate Investment Advisors held its Shell (SHEL) position steady in Q2 2026 at 9,542 shares worth $740K. The position accounts for 0.01% of the portfolio, ranked #274.

Choate Investment Advisors first reported a position in SHEL in Q3 2023 and has held it in 12 quarters since. The position peaked at $887K in Q1 2026. 1,531 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Choate Investment Advisors held 9,542 shares of Shell worth $740K as of Q2 2026.
Choate Investment Advisors left its Shell share count unchanged in Q2 2026.
Shell made up 0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #274 holding.
Choate Investment Advisors first reported a position in Shell in Q3 2023 and has held it in 12 quarters since.
Choate Investment Advisors's Shell position peaked at $887K in Q1 2026.
1,531 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.