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Lebenthal Global Advisors’s Shell SHEL Stock Holding History

Lebenthal Global Advisors’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 		$1.3M Buy
14,010
+976
+7% +$78.9K 0.19% 85
2025
Q4 		$958K Buy
13,034
+867
+7% +$63.9K 0.15% 102
2025
Q3 		$870K Buy
12,167
+943
+8% +$67.9K 0.15% 101
2025
Q2 		$790K Buy
11,224
+161
+1% +$10.8K 0.15% 98
2025
Q1 		$811K Buy
11,063
+721
+7% +$48.6K 0.15% 88
2024
Q4 		$648K Buy
10,342
+1,066
+11% +$69.9K 0.12% 118
2024
Q3 		$612K Buy
9,276
+1,289
+16% +$91.3K 0.12% 105
2024
Q2 		$577K Buy
7,987
+858
+12% +$61.3K 0.13% 101
2024
Q1 		$478K Buy
7,129
+12
+0.2% +$769 0.11% 121
2023
Q4 		$468K Buy
+7,117
New +$467K 0.11% 119

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

Lebenthal Global Advisors's SHEL Position: Q1 2026 in Review

Lebenthal Global Advisors increased its Shell (SHEL) stake by 7.5% in Q1 2026, buying an estimated $78.9K and bringing the position to 14,010 shares worth $1.3M. The position accounts for 0.19% of the portfolio, ranked #85.

Lebenthal Global Advisors first reported a position in SHEL in Q4 2023 and has held it in 10 quarters since. 1,583 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Lebenthal Global Advisors held 14,010 shares of Shell worth $1.3M as of Q1 2026.
  • Lebenthal Global Advisors bought 976 Shell shares in Q1 2026, an estimated $78.9K.
  • Shell made up 0.19% of Lebenthal Global Advisors's portfolio in Q1 2026, its #85 holding.
  • Lebenthal Global Advisors first reported a position in Shell in Q4 2023 and has held it in 10 quarters since.
  • 1,583 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Lebenthal Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.