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Jefferies Financial Group’s Shell SHEL Stock Holding History

Jefferies Financial Group’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 		$2.61M Buy
+28,055
New +$2.27M 0.02% 524
2025
Q1 		– Sell
-16,517
Closed -$1.03M – 1964
2024
Q4 		$1.03M Sell
16,517
-857,691
-98% -$56.2M 0.01% 869
2024
Q3 		$57.7M Buy
874,208
+861,708
+6,894% +$61M 0.41% 35
2024
Q2 		$902K Sell
12,500
-22,250
-64% -$1.59M 0.01% 788
2024
Q1 		$2.33M Sell
34,750
-25,555
-42% -$1.64M 0.02% 540
2023
Q4 		$3.97M Buy
60,305
+3,191
+6% +$209K 0.03% 465
2023
Q3 		$3.68M Sell
57,114
-1,046
-2% -$65.1K 0.03% 427
2023
Q2 		$3.51M Buy
58,160
+44,503
+326% +$2.67M 0.03% 476
2023
Q1 		$786K Buy
13,657
+2,253
+20% +$133K 0.01% 972
2022
Q4 		$649K Buy
+11,404
New +$629K ﹤0.01% 981

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 $295B AUM 31.6% 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 $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jefferies Financial Group's SHEL Position: Q1 2026 in Review

Jefferies Financial Group opened a new position in Shell (SHEL) in Q1 2026: 28,055 shares worth $2.61M. The stake represents 0.02% of the portfolio and ranks #524 among its holdings. This is a return to the name: Jefferies Financial Group previously reported a position in SHEL as recently as Q4 2024.

Jefferies Financial Group first reported a position in SHEL in Q4 2022 and has held it in 10 quarters since. The position peaked at $57.7M in Q3 2024. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Jefferies Financial Group held 28,055 shares of Shell worth $2.61M as of Q1 2026.
  • Shell was a new Jefferies Financial Group position in Q1 2026.
  • Shell made up 0.02% of Jefferies Financial Group's portfolio in Q1 2026, its #524 holding.
  • Jefferies Financial Group first reported a position in Shell in Q4 2022 and has held it in 10 quarters since.
  • Jefferies Financial Group's Shell position peaked at $57.7M in Q3 2024.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.