Perigon Wealth Management
SHEL icon

Perigon Wealth Management’s Shell SHEL Stock Holding History

Perigon 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 		$2.99M Buy
31,470
+615
+2% +$55.5K 0.05% 321
2026
Q2 		$2.39M Buy
30,855
+203
+0.7% +$17.5K 0.04% 381
2026
Q1 		$2.85M Buy
30,652
+604
+2% +$48.8K 0.05% 306
2025
Q4 		$2.21M Buy
30,048
+1,241
+4% +$91.4K 0.04% 351
2025
Q3 		$2.06M Sell
28,807
-869
-3% -$62.6K 0.04% 349
2025
Q2 		$2.09M Sell
29,676
-1,149
-4% -$77K 0.05% 320
2025
Q1 		$2.26M Sell
30,825
-14
-0% -$943 0.06% 284
2024
Q4 		$2.05M Buy
30,839
+196
+0.6% +$12.8K 0.05% 305
2024
Q3 		$2.02M Sell
30,643
-758
-2% -$53.7K 0.05% 287
2024
Q2 		$2.27M Buy
31,401
+1,114
+4% +$79.6K 0.07% 241
2024
Q1 		$2.03M Buy
30,287
+2,982
+11% +$191K 0.06% 247
2023
Q4 		$1.8M Sell
27,305
-219
-0.8% -$14.4K 0.06% 239
2023
Q3 		$1.77M Sell
27,524
-85
-0.3% -$5.29K 0.07% 218
2023
Q2 		$1.64M Buy
27,609
+1,371
+5% +$82.3K 0.06% 234
2023
Q1 		$1.51M Buy
26,238
+771
+3% +$45.4K 0.09% 207
2022
Q4 		$1.45M Buy
25,467
+3,373
+15% +$186K 0.09% 210
2022
Q3 		$1.1M Sell
22,094
-223
-1% -$11.5K 0.1% 194
2022
Q2 		$1.17M Buy
22,317
+8,194
+58% +$460K 0.1% 195
2022
Q1 		$776K Buy
+14,123
New +$750K 0.05% 275

Other funds holding SHEL

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
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
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Allied Investment Advisors
Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

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

Perigon Wealth Management increased its Shell (SHEL) stake by 2% in Q3 2026, buying an estimated $55.5K and bringing the position to 31,470 shares worth $2.99M. The position accounts for 0.05% of the portfolio, ranked #321.

Perigon Wealth Management first reported a position in SHEL in Q1 2022 and has held it in 19 quarters since. 601 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

  • Perigon Wealth Management held 31,470 shares of Shell worth $2.99M as of Q3 2026.
  • Perigon Wealth Management bought 615 Shell shares in Q3 2026, an estimated $55.5K.
  • Shell made up 0.05% of Perigon Wealth Management's portfolio in Q3 2026, its #321 holding.
  • Perigon Wealth Management first reported a position in Shell in Q1 2022 and has held it in 19 quarters since.
  • 601 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.