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Choreo LLC’s Shell SHEL Stock Holding History

Choreo LLC’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 		$8.73M Buy
93,854
+937
+1% +$75.7K 0.11% 142
2025
Q4 		$6.86M Sell
92,917
-3,128
-3% -$230K 0.09% 151
2025
Q3 		$6.87M Buy
96,045
+1,595
+2% +$115K 0.09% 154
2025
Q2 		$6.65M Sell
94,450
-102
-0.1% -$6.84K 0.09% 152
2025
Q1 		$6.93M Buy
94,552
+3,327
+4% +$224K 0.11% 128
2024
Q4 		$5.64M Buy
91,225
+13,617
+18% +$892K 0.08% 170
2024
Q3 		$5.19M Buy
77,608
+1,289
+2% +$91.3K 0.08% 180
2024
Q2 		$5.56M Buy
76,319
+66,762
+699% +$4.77M 0.09% 148
2024
Q1 		$641K Buy
9,557
+844
+10% +$54.1K 0.02% 377
2023
Q4 		$573K Buy
8,713
+1,172
+16% +$76.9K 0.02% 368
2023
Q3 		$485K Buy
7,541
+786
+12% +$48.9K 0.02% 291
2023
Q2 		$408K Sell
6,755
-292
-4% -$17.5K 0.01% 325
2023
Q1 		$405K Buy
+7,047
New +$415K 0.01% 334

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

Choreo LLC's SHEL Position: Q1 2026 in Review

Choreo LLC increased its Shell (SHEL) stake by 1% in Q1 2026, buying an estimated $75.7K and bringing the position to 93,854 shares worth $8.73M. The position accounts for 0.11% of the portfolio, ranked #142.

Choreo LLC first reported a position in SHEL in Q1 2023 and has held it in 13 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Choreo LLC held 93,854 shares of Shell worth $8.73M as of Q1 2026.
  • Choreo LLC bought 937 Shell shares in Q1 2026, an estimated $75.7K.
  • Shell made up 0.11% of Choreo LLC's portfolio in Q1 2026, its #142 holding.
  • Choreo LLC first reported a position in Shell in Q1 2023 and has held it in 13 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Choreo LLC's 13F filing for Q1 2026, filed 13 May 2026.