Hayek Kallen Investment Management

Position in SHEL — Shell plc

CIK 1430681 FAIRHOPE, AL

Position in SHEL

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$767,956

-$378,083 QoQ

Shares Held

9,904

-19.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#654

of 1,527 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Hayek Kallen Investment Management holds $9,589,510 across 4 Oil & Gas Integrated names. SHEL ranks #4 (8.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BP	Bp PLC	109,902	$4,060,878
2	CVX	Chevron Corp	14,400	$2,386,944
3	XOM	ExxonMobil Holdings Corp	17,362	$2,373,732
4	SHEL	Shell plc This page	9,904	$767,956

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$767,956	9,904	-19.6%	Shares	Sole	2026-08-17
2026-03-31	$1,146,039	12,323	-12.1%	Shares	Sole	2026-05-15
2025-09-30	$1,002,707	14,018	+0.1%	Shares	Sole	2025-11-14
2025-06-30	$985,740	14,000	+12.8%	Shares	Sole	2025-08-15
2025-03-31	$909,551	12,412	-0.3%	Shares	Sole	2025-05-15
2024-12-31	$779,929	12,449	-8.7%	Shares	Sole	2025-02-14
2024-09-30	$899,162	13,634	+0.1%	Shares	Sole	2024-10-15
2024-06-30	$982,802	13,616	+0.1%	Shares	Sole	2024-07-18
2024-03-31	$911,609	13,598	+0.1%	Shares	Sole	2024-05-03
2023-12-31	$893,564	13,580	-3.3%	Shares	Sole	2024-02-08
2023-09-30	$904,152	14,044	+0.1%	Shares	Sole	2023-11-07
2023-06-30	$846,708	14,023	+0.1%	Shares	Sole	2023-08-11
2023-03-31	$805,790	14,004	+0.1%	Shares	Sole	2023-05-08
2022-12-31	$796,388	13,984	-0.2%	Shares	Sole	2023-02-09
2022-09-30	$697,436	14,016	-0.2%	Shares	Sole	2022-10-19
2022-06-30	$734,517	14,047	+2.0%	Shares	Sole	2022-08-11
2022-03-31	$756,166	13,766	—	Shares	Sole	2022-05-09
No filing history on record for this holder in this stock.