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	–	Sell	-249,700	Closed	-$18.3M	–	2154
2025 Q4	$18.3M	Buy	+249,700	New	+$18.4M	0.09%	205
2025 Q1	–	Sell	-1,210,200	Closed	-$75.8M	–	1963
2024 Q4	$75.8M	Buy	1,210,200 +745,500	+160%	+$48.9M	0.45%	36
2024 Q3	$30.6M	Buy	464,700 +345,600	+290%	+$24.5M	0.22%	55
2024 Q2	$8.6M	Buy	119,100 +21,700	+22%	+$1.55M	0.09%	180
2024 Q1	$6.53M	Sell	97,400 -34,600	-26%	-$2.22M	0.06%	246
2023 Q4	$8.69M	Buy	132,000 +10,400	+9%	+$682K	0.06%	255
2023 Q3	$7.83M	Buy	121,600 +39,100	+47%	+$2.43M	0.07%	218
2023 Q2	$4.98M	Buy	82,500 +7,500	+10%	+$450K	0.04%	362
2023 Q1	$4.32M	Buy	+75,000	New	+$4.41M	0.03%	411

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

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. 1,584 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.
1,584 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.