Centurion Wealth Management
SHEL icon

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
Q3 		$750K Sell
7,891
-17
-0.2% -$1.53K 0.18% 116
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

Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
American Assets Investment Management
American Assets Investment Management San Diego, California $1.62B AUM 38.79% 1-Year Est. Return
Carrhae Capital
Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return
Penn Davis McFarland
Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return
Everett Harris & Co
Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
Grandfield & Dodd
Grandfield & Dodd New York $1.87B AUM 27.26% 1-Year Est. Return

Centurion Wealth Management's SHEL Position: Q3 2026 in Review

Centurion Wealth Management reduced its Shell (SHEL) stake by 0.21% in Q3 2026, selling an estimated $1.53K and leaving 7,891 shares worth $750K. The position accounts for 0.18% of the portfolio, ranked #116.

Centurion Wealth Management first reported a position in SHEL in Q3 2025 and has held it in 5 quarters since. The position peaked at $798K in Q1 2026. 710 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Centurion Wealth Management held 7,891 shares of Shell worth $750K as of Q3 2026.
  • Centurion Wealth Management sold 17 Shell shares in Q3 2026, an estimated $1.53K.
  • Shell made up 0.18% of Centurion Wealth Management's portfolio in Q3 2026, its #116 holding.
  • Centurion Wealth Management first reported a position in Shell in Q3 2025 and has held it in 5 quarters since.
  • Centurion Wealth Management's Shell position peaked at $798K in Q1 2026.
  • 710 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.