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 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 $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

Leuthold Group's SHEL Position: Q1 2026 in Review

Leuthold Group opened a new position in Shell (SHEL) in Q1 2026: 11,991 shares worth $1.12M. The stake represents 0.12% of the portfolio and ranks #142 among its holdings. This is a return to the name: Leuthold Group previously reported a position in SHEL as recently as Q3 2024.

Leuthold Group first reported a position in SHEL in Q1 2022 and has held it in 12 quarters since. The position peaked at $8.13M in Q2 2024. 1,585 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Leuthold Group held 11,991 shares of Shell worth $1.12M as of Q1 2026.
Shell was a new Leuthold Group position in Q1 2026.
Shell made up 0.12% of Leuthold Group's portfolio in Q1 2026, its #142 holding.
Leuthold Group first reported a position in Shell in Q1 2022 and has held it in 12 quarters since.
Leuthold Group's Shell position peaked at $8.13M in Q2 2024.
1,585 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Leuthold Group's 13F filing for Q1 2026, filed 6 May 2026.