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Perpetual Ltd’s Shell SHEL Stock Holding History

Perpetual Ltd’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 		$2.38M Sell
30,754
-1,972
-6% -$170K 0.03% 164
2026
Q1 		$3.04M Buy
32,726
+8,031
+33% +$649K 0.05% 134
2025
Q4 		$1.81M Buy
24,695
+8,856
+56% +$652K 0.03% 183
2025
Q3 		$1.13M Hold
15,839
– – 0.01% 233
2025
Q2 		$1.12M Buy
15,839
+200
+1% +$13.4K 0.01% 235
2025
Q1 		$1.15M Buy
15,639
+345
+2% +$23.2K 0.01% 234
2024
Q4 		$958K Sell
15,294
-300
-2% -$19.7K 0.01% 246
2024
Q3 		$1.03M Buy
15,594
+300
+2% +$21.2K 0.01% 258
2024
Q2 		$1.1M Hold
15,294
– – 0.01% 258
2024
Q1 		$1.02M Hold
15,294
– – 0.01% 277
2023
Q4 		$1.01M Hold
15,294
– – 0.01% 271
2023
Q3 		$985K Sell
15,294
-10,118,681
-100% -$630M 0.01% 279
2023
Q2 		$302M Buy
10,133,975
+2,553
+0% +$153K 2.59% 5
2023
Q1 		$289M Buy
+10,131,422
New +$596M 2.5% 4

Other funds holding SHEL

PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
TNB
Thomasville National Bank Thomasville, Georgia $1.82B AUM
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
AIA
Allied Investment Advisors Billings, Montana $797M AUM 23.9% 1-Year Est. Return

Perpetual Ltd's SHEL Position: Q2 2026 in Review

Perpetual Ltd reduced its Shell (SHEL) stake by 6% in Q2 2026, selling an estimated $170K and leaving 30,754 shares worth $2.38M. The position accounts for 0.03% of the portfolio, ranked #164.

Perpetual Ltd first reported a position in SHEL in Q1 2023 and has held it in 14 quarters since. The position peaked at $302M in Q2 2023. 583 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Perpetual Ltd held 30,754 shares of Shell worth $2.38M as of Q2 2026.
  • Perpetual Ltd sold 1,972 Shell shares in Q2 2026, an estimated $170K.
  • Shell made up 0.03% of Perpetual Ltd's portfolio in Q2 2026, its #164 holding.
  • Perpetual Ltd first reported a position in Shell in Q1 2023 and has held it in 14 quarters since.
  • Perpetual Ltd's Shell position peaked at $302M in Q2 2023.
  • 583 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.