Leuthold Group’s Shell SHEL Stock Holding History

Leuthold 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
2026 Q2	$725K	Sell	9,348 -2,643	-22%	-$228K	0.07%	176
2026 Q1	$1.12M	Buy	+11,991	New	+$969K	0.12%	142
2024 Q4	–	Sell	-107,860	Closed	-$7.11M	–	212
2024 Q3	$7.11M	Sell	107,860 -4,778	-4%	-$338K	0.79%	45
2024 Q2	$8.13M	Sell	112,638 -1,034	-0.9%	-$73.9K	0.94%	31
2024 Q1	$7.62M	Sell	113,672 -468	-0.4%	-$30K	0.86%	36
2023 Q4	$7.51M	Sell	114,140 -122	-0.1%	-$8.01K	0.94%	31
2023 Q3	$7.36M	Sell	114,262 -2,077	-2%	-$129K	1.03%	24
2023 Q2	$7.02M	Sell	116,339 -4,017	-3%	-$241K	0.91%	29
2023 Q1	$6.93M	Sell	120,356 -2,689	-2%	-$158K	0.91%	30
2022 Q4	$7.01M	Sell	123,045 -2,829	-2%	-$156K	0.94%	33
2022 Q3	$6.26M	Sell	125,874 -2,367	-2%	-$122K	0.94%	30
2022 Q2	$6.71M	Buy	128,241 +28,272	+28%	+$1.59M	0.95%	28
2022 Q1	$5.49M	Buy	+99,969	New	+$5.31M	0.7%	53

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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 Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Leuthold Group's SHEL Position: Q2 2026 in Review

Leuthold Group reduced its Shell (SHEL) stake by 22% in Q2 2026, selling an estimated $228K and leaving 9,348 shares worth $725K. The position accounts for 0.07% of the portfolio, ranked #176.

Leuthold Group first reported a position in SHEL in Q1 2022 and has held it in 13 quarters since. The position peaked at $8.13M in Q2 2024. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Leuthold Group held 9,348 shares of Shell worth $725K as of Q2 2026.
Leuthold Group sold 2,643 Shell shares in Q2 2026, an estimated $228K.
Shell made up 0.07% of Leuthold Group's portfolio in Q2 2026, its #176 holding.
Leuthold Group first reported a position in Shell in Q1 2022 and has held it in 13 quarters since.
Leuthold Group's Shell position peaked at $8.13M in Q2 2024.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Leuthold Group's 13F filing for Q2 2026, filed 4 Aug 2026.