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
2025 Q1	–	Sell	-604,500	Closed	-$37.9M	–	1965
2024 Q4	$37.9M	Sell	604,500 -919,300	-60%	-$60.2M	0.23%	80
2024 Q3	$100M	Buy	1,523,800 +1,448,800	+1,932%	+$103M	0.72%	20
2024 Q2	$5.41M	Sell	75,000 -15,800	-17%	-$1.13M	0.06%	273
2024 Q1	$6.09M	Buy	90,800 +15,800	+21%	+$1.01M	0.06%	267
2023 Q4	$4.93M	Buy	75,000 +25,000	+50%	+$1.64M	0.03%	411
2023 Q3	$3.22M	Hold	50,000	–	–	0.03%	467
2023 Q2	$3.02M	Sell	50,000 -62,500	-56%	-$3.75M	0.03%	522
2023 Q1	$6.47M	Buy	+112,500	New	+$6.62M	0.05%	298

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Jefferies Financial Group's SHEL Position: Q2 2026 in Review

Jefferies Financial Group increased its Shell (SHEL) stake by 268% in Q2 2026, buying an estimated $6.5M and bringing the position to 103,304 shares worth $8.01M. The position accounts for 0.05% of the portfolio, ranked #294.

Jefferies Financial Group first reported a position in SHEL in Q4 2022 and has held it in 11 quarters since. The position peaked at $57.7M in Q3 2024. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Jefferies Financial Group held 103,304 shares of Shell worth $8.01M as of Q2 2026.
Jefferies Financial Group bought 75,249 Shell shares in Q2 2026, an estimated $6.5M.
Shell made up 0.05% of Jefferies Financial Group's portfolio in Q2 2026, its #294 holding.
Jefferies Financial Group first reported a position in Shell in Q4 2022 and has held it in 11 quarters since.
Jefferies Financial Group's Shell position peaked at $57.7M in Q3 2024.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.