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 Q3	$2.92M	Hold	30,754	–	–	0.04%	143
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

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Carrhae Capital London, United Kingdom $3.1B AUM 20.09% 1-Year Est. Return

Penn Davis McFarland Dallas, Texas $1.17B AUM 26.22% 1-Year Est. Return

Everett Harris & Co Los Angeles, California $8.46B AUM 13.48% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Allied Investment Advisors Billings, Montana $1.06B AUM 16.89% 1-Year Est. Return

Perpetual Ltd's SHEL Position: Q3 2026 in Review

Perpetual Ltd held its Shell (SHEL) position steady in Q3 2026 at 30,754 shares worth $2.92M. The position accounts for 0.04% of the portfolio, ranked #143.

Perpetual Ltd first reported a position in SHEL in Q1 2023 and has held it in 15 quarters since. The position peaked at $302M in Q2 2023. 628 funds tracked by Wall St. Rank hold SHEL as of Q3 2026.

Perpetual Ltd held 30,754 shares of Shell worth $2.92M as of Q3 2026.
Perpetual Ltd left its Shell share count unchanged in Q3 2026.
Shell made up 0.04% of Perpetual Ltd's portfolio in Q3 2026, its #143 holding.
Perpetual Ltd first reported a position in Shell in Q1 2023 and has held it in 15 quarters since.
Perpetual Ltd's Shell position peaked at $302M in Q2 2023.
628 funds tracked by Wall St. Rank held Shell as of Q3 2026.

Based on Perpetual Ltd's 13F filing for Q3 2026, filed 13 Oct 2026.