LWL
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Leo Wealth LLC’s Shell SHEL Stock Holding History

Leo Wealth LLC’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 		$2.28M Buy
24,477
+1,322
+6% +$107K 0.17% 110
2025
Q4 		$1.7M Buy
23,155
+5,361
+30% +$395K 0.12% 133
2025
Q3 		$1.27M Buy
17,794
+13,054
+275% +$940K 0.17% 111
2025
Q2 		$334K Buy
+4,740
New +$318K 0.03% 293
2025
Q1 		– Sell
-5,643
Closed -$354K – 356
2024
Q4 		$354K Buy
5,643
+632
+13% +$41.4K 0.03% 268
2024
Q3 		$330K Sell
5,011
-836
-14% -$59.2K 0.03% 267
2024
Q2 		$425K Sell
5,847
-1,216
-17% -$86.9K 0.04% 235
2024
Q1 		$477K Sell
7,063
-858
-11% -$55K 0.05% 220
2023
Q4 		$514K Buy
+7,921
New +$520K 0.05% 203

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Leo Wealth LLC's SHEL Position: Q1 2026 in Review

Leo Wealth LLC increased its Shell (SHEL) stake by 5.7% in Q1 2026, buying an estimated $107K and bringing the position to 24,477 shares worth $2.28M. The position accounts for 0.17% of the portfolio, ranked #110.

Leo Wealth LLC first reported a position in SHEL in Q4 2023 and has held it in 9 quarters since. 1,592 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Leo Wealth LLC held 24,477 shares of Shell worth $2.28M as of Q1 2026.
  • Leo Wealth LLC bought 1,322 Shell shares in Q1 2026, an estimated $107K.
  • Shell made up 0.17% of Leo Wealth LLC's portfolio in Q1 2026, its #110 holding.
  • Leo Wealth LLC first reported a position in Shell in Q4 2023 and has held it in 9 quarters since.
  • 1,592 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.