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Perennial Investment Advisors’s Shell SHEL Stock Holding History

Perennial Investment Advisors’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
Q1 		$326K Buy
3,508
+500
+17% +$40.4K 0.03% 373
2025
Q4 		$221K Buy
+3,008
New +$222K 0.02% 445

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Perennial Investment Advisors's SHEL Position: Q1 2026 in Review

Perennial Investment Advisors increased its Shell (SHEL) stake by 17% in Q1 2026, buying an estimated $40.4K and bringing the position to 3,508 shares worth $326K. The position accounts for 0.03% of the portfolio, ranked #373.

Perennial Investment Advisors first reported a position in SHEL in Q4 2025 and has held it in 2 quarters since. 1,587 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Perennial Investment Advisors held 3,508 shares of Shell worth $326K as of Q1 2026.
  • Perennial Investment Advisors bought 500 Shell shares in Q1 2026, an estimated $40.4K.
  • Shell made up 0.03% of Perennial Investment Advisors's portfolio in Q1 2026, its #373 holding.
  • Perennial Investment Advisors first reported a position in Shell in Q4 2025 and has held it in 2 quarters since.
  • 1,587 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.