Jefferies Group's SHEL Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 28,055 shares of Shell plc (SHEL) worth $2.61 M, representing 0.02% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 11 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in SHEL, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2024, adding 861,708 shares. Largest reduction occurred in Q4 2024, reducing 857,691 shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Shell plc (SHEL) Holding Value Over Time
Track share changes against reported price movement
Quarterly Shell plc (SHEL) Trades by Jefferies Group
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +28,055 | New Buy | 28,055 | $93.00 |
| Q1 2025 | -16,517 | Sold Out | 0 | $0.00 |
| Q4 2024 | -857,691 | Reduce 98.11% | 16,517 | $62.65 |
| Q3 2024 | +861,708 | Add 6893.66% | 874,208 | $65.95 |
| Q2 2024 | -22,250 | Reduce 64.03% | 12,500 | $72.18 |
| Q1 2024 | -25,555 | Reduce 42.38% | 34,750 | $67.04 |
| Q4 2023 | +3,191 | Add 5.59% | 60,305 | $65.80 |
| Q3 2023 | -1,046 | Reduce 1.80% | 57,114 | $64.38 |
| Q2 2023 | +44,503 | Add 325.86% | 58,160 | $60.38 |
| Q1 2023 | +2,253 | Add 19.76% | 13,657 | $57.54 |
| Q4 2022 | +11,404 | New Buy | 11,404 | $56.95 |
Jefferies Group's Shell plc Investment FAQs
Jefferies Group first purchased Shell plc (SHEL) in Q4 2022, acquiring 11,404 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Shell plc (SHEL) for 11 quarters since Q4 2022.
Jefferies Group's largest addition to Shell plc (SHEL) was in Q3 2024, adding 874,208 shares worth $57.65 M.
According to the latest 13F filing for Q1 2026, Jefferies Group's firm, Jefferies Financial Group Inc., owns 28,055 shares of Shell plc (SHEL), valued at approximately $2.61 M.
As of the Q1 2026 filing, Shell plc (SHEL) represents approximately 0.02% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Shell plc (SHEL) was 874,208 shares, as reported at the end of Q3 2024.