Kanawha Capital Management’s Shell SHEL Stock Holding History

Kanawha Capital 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	$2.91M	Sell	31,240 -363	-1%	-$29.3K	0.2%	80
2025 Q4	$2.32M	Sell	31,603 -200	-0.6%	-$14.7K	0.16%	90
2025 Q3	$2.27M	Sell	31,803 -1,175	-4%	-$84.6K	0.16%	84
2025 Q2	$2.32M	Sell	32,978 -2,270	-6%	-$152K	0.17%	84
2025 Q1	$2.58M	Sell	35,248 -1,575	-4%	-$106K	0.2%	84
2024 Q4	$2.31M	Sell	36,823 -2,066	-5%	-$135K	0.18%	85
2024 Q3	$2.56M	Sell	38,889 -3,074	-7%	-$218K	0.19%	87
2024 Q2	$3.03M	Buy	41,963 +1,559	+4%	+$111K	0.24%	82
2024 Q1	$2.71M	Sell	40,404 -693	-2%	-$44.4K	0.22%	84
2023 Q4	$2.7M	Sell	41,097 -3,139	-7%	-$206K	0.25%	78
2023 Q3	$2.85M	Sell	44,236 -805	-2%	-$50.1K	0.28%	74
2023 Q2	$2.72M	Sell	45,041 -1,013	-2%	-$60.8K	0.25%	75
2023 Q1	$2.65M	Sell	46,054 -2,523	-5%	-$148K	0.25%	76
2022 Q4	$2.77M	Sell	48,577 -513	-1%	-$28.3K	0.27%	72
2022 Q3	$2.44M	Sell	49,090 -2,471	-5%	-$127K	0.27%	73
2022 Q2	$2.7M	Sell	51,561 -1,566	-3%	-$88K	0.27%	73
2022 Q1	$2.92M	Buy	+53,127	New	+$2.82M	0.26%	75

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

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

Kanawha Capital Management's SHEL Position: Q1 2026 in Review

Kanawha Capital Management reduced its Shell (SHEL) stake by 1.1% in Q1 2026, selling an estimated $29.3K and leaving 31,240 shares worth $2.91M. The position accounts for 0.2% of the portfolio, ranked #80.

Kanawha Capital Management first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.03M in Q2 2024. 1,585 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Kanawha Capital Management held 31,240 shares of Shell worth $2.91M as of Q1 2026.
Kanawha Capital Management sold 363 Shell shares in Q1 2026, an estimated $29.3K.
Shell made up 0.2% of Kanawha Capital Management's portfolio in Q1 2026, its #80 holding.
Kanawha Capital Management first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
Kanawha Capital Management's Shell position peaked at $3.03M in Q2 2024.
1,585 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Kanawha Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.