Leibman Financial Services’s Shell SHEL Stock Holding History

Leibman Financial Services’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	-2,856	Closed	-$210K	–	54
2025 Q4	$210K	Buy	2,856 +12	+0.4%	+$884	0.15%	51
2025 Q3	$203K	Sell	2,844 -139	-5%	-$10K	0.15%	48
2025 Q2	$210K	Sell	2,983 -4,897	-62%	-$328K	0.16%	49
2025 Q1	$577K	Sell	7,880 -21	-0.3%	-$1.42K	0.45%	44
2024 Q4	$495K	Sell	7,901 -371	-4%	-$24.3K	0.36%	46
2024 Q3	$546K	Sell	8,272 -524	-6%	-$37.1K	0.39%	42
2024 Q2	$635K	Sell	8,796 -22,833	-72%	-$1.63M	0.47%	42
2024 Q1	$2.12M	Sell	31,629 -118	-0.4%	-$7.56K	1.63%	31
2023 Q4	$2.09M	Buy	+31,747	New	+$2.08M	1.74%	30

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

Leibman Financial Services's SHEL Position: Q1 2026 in Review

Leibman Financial Services sold out of Shell (SHEL) in Q1 2026, closing a stake of 2,856 shares — an estimated $210K sold.

Leibman Financial Services first reported a position in SHEL in Q4 2023 and held it in 9 quarters. The position peaked at $2.12M in Q1 2024. 1,587 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Leibman Financial Services reported no remaining Shell position as of Q1 2026 after selling out during the quarter.
Leibman Financial Services sold 2,856 Shell shares in Q1 2026, an estimated $210K.
Leibman Financial Services first reported a position in Shell in Q4 2023 and held it in 9 quarters.
Leibman Financial Services's Shell position peaked at $2.12M in Q1 2024.
1,587 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Leibman Financial Services's 13F filing for Q1 2026, filed 13 Apr 2026.