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Chevy Chase Trust Holdings, LLC: SHEL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Chevy Chase Trust Holdings, LLC on SHEL, newest first. How the timeline and the estimate are built.

Chevy Chase Trust Holdings, LLC held 1,630,273 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,630,273 shares
    Change vs previous 13F -39,467 shares

    0.33% of the 13F portfolio, value $126,411,333.

    13F-HR 0001462020-26-000006 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,669,740 shares
    Change vs previous 13F -13,767 shares

    0.45% of the 13F portfolio, value $155,285,804.

    13F-HR 0001462020-26-000004 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,683,507 shares
    Change vs previous 13F -26,937 shares

    0.33% of the 13F portfolio, value $123,704,083.

    13F-HR 0001462020-26-000002 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,710,444 shares
    Change vs previous 13F +12,392 shares

    0.34% of the 13F portfolio, value $122,348,045.

    13F-HR 0001462020-25-000006 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,698,052 shares
    Change vs previous 13F -16,771 shares

    0.35% of the 13F portfolio, value $119,559,811.

    13F-HR 0001085146-25-004237 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,714,823 shares
    Change vs previous 13F -33,663 shares

    0.4% of the 13F portfolio, value $125,662,251.

    13F-HR 0001085146-25-002257 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,748,486 shares
    Change vs previous 13F -65,883 shares

    0.33% of the 13F portfolio, value $109,542,675.

    13F-HR 0001085146-25-000641 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 1,814,369 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $119,657,664.

    13F-HR 0001085146-24-005764 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).