Permanens Capital’s Shell SHEL Stock Holding History

Permanens Capital’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	–	Sell	-6,013	Closed	-$559K	–	120
2026 Q1	$559K	Sell	6,013 -9,197	-60%	-$743K	0.07%	60
2025 Q4	$1.12M	Buy	+15,210	New	+$1.12M	0.15%	53
2025 Q3	–	Sell	-20,704	Closed	-$1.46M	–	87
2025 Q2	$1.46M	Buy	20,704 +2,764	+15%	+$185K	0.2%	38
2025 Q1	$1.31M	Buy	17,940 +5,859	+48%	+$395K	0.24%	27
2024 Q4	$757K	Hold	12,081	–	–	0.14%	32
2024 Q3	$797K	Buy	+12,081	New	+$856K	0.16%	32

Other funds holding SHEL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Permanens Capital's SHEL Position: Q2 2026 in Review

Permanens Capital sold out of Shell (SHEL) in Q2 2026, closing a stake of 6,013 shares — an estimated $559K sold.

Permanens Capital first reported a position in SHEL in Q3 2024 and held it in 6 quarters. The position peaked at $1.46M in Q2 2025. 1,527 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Permanens Capital reported no remaining Shell position as of Q2 2026 after selling out during the quarter.
Permanens Capital sold 6,013 Shell shares in Q2 2026, an estimated $559K.
Permanens Capital first reported a position in Shell in Q3 2024 and held it in 6 quarters.
Permanens Capital's Shell position peaked at $1.46M in Q2 2025.
1,527 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Permanens Capital's 13F filing for Q2 2026, filed 14 Aug 2026.