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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
Q2 		$1.15M Buy
14,793
+783
+6% +$67.6K 0.15% 97
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 $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
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
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Lebenthal Global Advisors's SHEL Position: Q2 2026 in Review

Lebenthal Global Advisors increased its Shell (SHEL) stake by 5.6% in Q2 2026, buying an estimated $67.6K and bringing the position to 14,793 shares worth $1.15M. The position accounts for 0.15% of the portfolio, ranked #97.

Lebenthal Global Advisors first reported a position in SHEL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.3M in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Lebenthal Global Advisors held 14,793 shares of Shell worth $1.15M as of Q2 2026.
  • Lebenthal Global Advisors bought 783 Shell shares in Q2 2026, an estimated $67.6K.
  • Shell made up 0.15% of Lebenthal Global Advisors's portfolio in Q2 2026, its #97 holding.
  • Lebenthal Global Advisors first reported a position in Shell in Q4 2023 and has held it in 11 quarters since.
  • Lebenthal Global Advisors's Shell position peaked at $1.3M in Q1 2026.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Lebenthal Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.