Stifel Financial
SHEL icon

Stifel Financial’s Shell SHEL Stock Holding History

Stifel Financial’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 		$174M Buy
1,870,650
+9,619
+0.5% +$777K 0.16% 151
2025
Q4 		$137M Buy
1,861,031
+16,627
+0.9% +$1.22M 0.12% 178
2025
Q3 		$132M Sell
1,844,404
-9,769
-0.5% -$703K 0.12% 178
2025
Q2 		$131M Buy
1,854,173
+33,104
+2% +$2.22M 0.13% 170
2025
Q1 		$133M Buy
1,821,069
+32,249
+2% +$2.17M 0.14% 160
2024
Q4 		$112M Sell
1,788,820
-2,798
-0.2% -$183K 0.12% 186
2024
Q3 		$118M Sell
1,791,618
-55,054
-3% -$3.9M 0.12% 174
2024
Q2 		$133M Buy
1,846,672
+29,344
+2% +$2.1M 0.15% 143
2024
Q1 		$122M Sell
1,817,328
-166,109
-8% -$10.6M 0.14% 162
2023
Q4 		$131M Buy
1,983,437
+85,416
+5% +$5.61M 0.16% 139
2023
Q3 		$122M Buy
1,898,021
+51,819
+3% +$3.23M 0.17% 133
2023
Q2 		$111M Buy
1,846,202
+107,960
+6% +$6.48M 0.15% 150
2023
Q1 		$100M Buy
1,738,242
+121,920
+8% +$7.17M 0.14% 155
2022
Q4 		$92.1M Buy
1,616,322
+123,557
+8% +$6.81M 0.14% 167
2022
Q3 		$74.3M Buy
1,492,765
+90,033
+6% +$4.64M 0.12% 181
2022
Q2 		$73.3M Buy
1,402,732
+226,551
+19% +$12.7M 0.11% 195
2022
Q1 		$64.6M Buy
+1,176,181
New +$62.4M 0.09% 220

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Stifel Financial's SHEL Position: Q1 2026 in Review

Stifel Financial increased its Shell (SHEL) stake by 0.52% in Q1 2026, buying an estimated $777K and bringing the position to 1,870,650 shares worth $174M. The position accounts for 0.16% of the portfolio, ranked #151.

Stifel Financial first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Stifel Financial held 1,870,650 shares of Shell worth $174M as of Q1 2026.
  • Stifel Financial bought 9,619 Shell shares in Q1 2026, an estimated $777K.
  • Shell made up 0.16% of Stifel Financial's portfolio in Q1 2026, its #151 holding.
  • Stifel Financial first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.