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 Q3	–	Sell	-6,524	Closed	-$334K	–	165
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	$2.68M	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

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.3B AUM 8.71% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Apeiron RIA's SHEL Position: Q3 2026 in Review

Apeiron RIA sold out of Shell (SHEL) in Q3 2026, closing a stake of 6,524 shares — an estimated $334K sold.

Apeiron RIA first reported a position in SHEL in Q1 2022 and held it in 9 quarters. The position peaked at $2.68M in Q2 2022. 966 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

Apeiron RIA reported no remaining Shell position as of Q3 2026 after selling out during the quarter.
Apeiron RIA sold 6,524 Shell shares in Q3 2026, an estimated $334K.
Apeiron RIA first reported a position in Shell in Q1 2022 and held it in 9 quarters.
Apeiron RIA's Shell position peaked at $2.68M in Q2 2022.
966 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Apeiron RIA's 13F filing for Q3 2026, filed 8 Oct 2026.