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 $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. 1,583 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.