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Centurion Wealth Management’s Shell SHEL Stock Holding History

Centurion Wealth Management’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 		$613K Sell
7,908
-671
-8% -$57.9K 0.15% 138
2026
Q1 		$798K Sell
8,579
-30
-0.3% -$2.42K 0.18% 110
2025
Q4 		$633K Buy
8,609
+1
+0% +$74 0.14% 127
2025
Q3 		$616K Buy
+8,608
New +$620K 0.14% 127

Other funds holding SHEL

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SC
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Centurion Wealth Management's SHEL Position: Q2 2026 in Review

Centurion Wealth Management reduced its Shell (SHEL) stake by 7.8% in Q2 2026, selling an estimated $57.9K and leaving 7,908 shares worth $613K. The position accounts for 0.15% of the portfolio, ranked #138.

Centurion Wealth Management first reported a position in SHEL in Q3 2025 and has held it in 4 quarters since. The position peaked at $798K in Q1 2026. 268 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Centurion Wealth Management held 7,908 shares of Shell worth $613K as of Q2 2026.
  • Centurion Wealth Management sold 671 Shell shares in Q2 2026, an estimated $57.9K.
  • Shell made up 0.15% of Centurion Wealth Management's portfolio in Q2 2026, its #138 holding.
  • Centurion Wealth Management first reported a position in Shell in Q3 2025 and has held it in 4 quarters since.
  • Centurion Wealth Management's Shell position peaked at $798K in Q1 2026.
  • 268 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.