PWM
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
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

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

Perigon Wealth Management's SHEL Position: Q1 2026 in Review

Perigon Wealth Management increased its Shell (SHEL) stake by 2% in Q1 2026, buying an estimated $48.8K and bringing the position to 30,652 shares worth $2.85M. The position accounts for 0.05% of the portfolio, ranked #306.

Perigon Wealth Management first reported a position in SHEL in Q1 2022 and has held it in 17 quarters since. 1,584 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Perigon Wealth Management held 30,652 shares of Shell worth $2.85M as of Q1 2026.
  • Perigon Wealth Management bought 604 Shell shares in Q1 2026, an estimated $48.8K.
  • Shell made up 0.05% of Perigon Wealth Management's portfolio in Q1 2026, its #306 holding.
  • Perigon Wealth Management first reported a position in Shell in Q1 2022 and has held it in 17 quarters since.
  • 1,584 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.