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Hayek Kallen Investment Management’s Shell SHEL Stock Holding History

Hayek Kallen Investment Management’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 		$1.15M Buy
+12,323
New +$996K 0.37% 48
2025
Q4 		– Sell
-14,018
Closed -$1M – 166
2025
Q3 		$1M Buy
14,018
+18
+0.1% +$1.3K 0.32% 51
2025
Q2 		$986K Buy
14,000
+1,588
+13% +$106K 0.34% 51
2025
Q1 		$910K Sell
12,412
-37
-0.3% -$2.49K 0.34% 50
2024
Q4 		$780K Sell
12,449
-1,185
-9% -$77.7K 0.28% 51
2024
Q3 		$899K Buy
13,634
+18
+0.1% +$1.27K 0.32% 52
2024
Q2 		$983K Buy
13,616
+18
+0.1% +$1.29K 0.37% 49
2024
Q1 		$912K Buy
13,598
+18
+0.1% +$1.15K 0.35% 52
2023
Q4 		$894K Sell
13,580
-464
-3% -$30.4K 0.37% 49
2023
Q3 		$904K Buy
14,044
+21
+0.1% +$1.31K 0.4% 48
2023
Q2 		$847K Buy
14,023
+19
+0.1% +$1.14K 0.36% 49
2023
Q1 		$806K Buy
14,004
+20
+0.1% +$1.18K 0.36% 50
2022
Q4 		$796K Sell
13,984
-32
-0.2% -$1.76K 0.37% 49
2022
Q3 		$697K Sell
14,016
-31
-0.2% -$1.6K 0.33% 52
2022
Q2 		$735K Buy
14,047
+281
+2% +$15.8K 0.32% 54
2022
Q1 		$756K Buy
+13,766
New +$731K 0.28% 59

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 $336B AUM 34.66% 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 $14.7B AUM 12.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Hayek Kallen Investment Management's SHEL Position: Q1 2026 in Review

Hayek Kallen Investment Management opened a new position in Shell (SHEL) in Q1 2026: 12,323 shares worth $1.15M. The stake represents 0.37% of the portfolio and ranks #48 among its holdings. This is a return to the name: Hayek Kallen Investment Management previously reported a position in SHEL as recently as Q3 2025.

Hayek Kallen Investment Management first reported a position in SHEL in Q1 2022 and has held it in 16 quarters since. 1,589 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Hayek Kallen Investment Management held 12,323 shares of Shell worth $1.15M as of Q1 2026.
  • Shell was a new Hayek Kallen Investment Management position in Q1 2026.
  • Shell made up 0.37% of Hayek Kallen Investment Management's portfolio in Q1 2026, its #48 holding.
  • Hayek Kallen Investment Management first reported a position in Shell in Q1 2022 and has held it in 16 quarters since.
  • 1,589 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Hayek Kallen Investment Management's 13F filing for Q1 2026, filed 15 May 2026.