Apeiron RIA’s Shell SHEL Stock Holding History

Apeiron RIA’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	$334K	Buy	+6,524	New	+$563K	0.09%	125
2024 Q1	–	Sell	-5,084	Closed	-$335K	–	217
2023 Q4	$335K	Sell	5,084 -30	-0.6%	-$1.97K	0.1%	146
2023 Q3	$329K	Buy	5,114 +57	+1%	+$3.55K	0.11%	143
2023 Q2	$305K	Hold	5,057	–	–	0.1%	146
2023 Q1	$303K	Hold	5,057	–	–	0.1%	150
2022 Q4	$288K	Sell	5,057 -19	-0.4%	-$1.05K	0.11%	147
2022 Q3	$253K	Sell	5,076 -50	-1%	-$2.58K	0.12%	145
2022 Q2	$2.68K	Buy	5,126 +126	+3%	+$7.08K	0.75%	13
2022 Q1	$277K	Buy	+5,000	New	+$265K	0.13%	121

Other funds holding SHEL

PDM

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

ERP

Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Apeiron RIA's SHEL Position: Q2 2026 in Review

Apeiron RIA opened a new position in Shell (SHEL) in Q2 2026: 6,524 shares worth $334K. The stake represents 0.09% of the portfolio and ranks #125 among its holdings. This is a return to the name: Apeiron RIA previously reported a position in SHEL as recently as Q4 2023.

Apeiron RIA first reported a position in SHEL in Q1 2022 and has held it in 9 quarters since. The position peaked at $335K in Q4 2023. 254 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Apeiron RIA held 6,524 shares of Shell worth $334K as of Q2 2026.
Shell was a new Apeiron RIA position in Q2 2026.
Shell made up 0.09% of Apeiron RIA's portfolio in Q2 2026, its #125 holding.
Apeiron RIA first reported a position in Shell in Q1 2022 and has held it in 9 quarters since.
Apeiron RIA's Shell position peaked at $335K in Q4 2023.
254 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Apeiron RIA's 13F filing for Q2 2026, filed 16 Jul 2026.