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Callan Capital’s Shell SHEL Stock Holding History

Callan Capital’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
2025
Q1 		$598K Buy
8,159
+2,429
+42% +$164K 0.04% 183
2024
Q4 		$359K Sell
5,730
-2,057
-26% -$135K 0.03% 227
2024
Q3 		$514K Buy
7,787
+1,460
+23% +$103K 0.04% 171
2024
Q2 		$457K Buy
6,327
+2,436
+63% +$174K 0.04% 177
2024
Q1 		$261K Sell
3,891
-788
-17% -$50.5K 0.02% 226
2023
Q4 		$308K Buy
4,679
+1,536
+49% +$101K 0.03% 171
2023
Q3 		$202K Buy
+3,143
New +$196K 0.02% 190

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Callan Capital's SHEL Position: Q1 2025 in Review

Callan Capital increased its Shell (SHEL) stake by 42% in Q1 2025, buying an estimated $164K and bringing the position to 8,159 shares worth $598K. The position accounts for 0.04% of the portfolio, ranked #183.

Callan Capital first reported a position in SHEL in Q3 2023 and has held it in 7 quarters since. 1,416 funds tracked by Wall St. Rank hold SHEL as of Q1 2025.

  • Callan Capital held 8,159 shares of Shell worth $598K as of Q1 2025.
  • Callan Capital bought 2,429 Shell shares in Q1 2025, an estimated $164K.
  • Shell made up 0.04% of Callan Capital's portfolio in Q1 2025, its #183 holding.
  • Callan Capital first reported a position in Shell in Q3 2023 and has held it in 7 quarters since.
  • 1,416 funds tracked by Wall St. Rank held Shell as of Q1 2025.

Based on Callan Capital's 13F filing for Q1 2025, filed 29 Apr 2025.