Position in SHEL
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,392,496
-$458,140 QoQ
Shares Held
30,855
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#362
of 1,523 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SHEL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Perigon Wealth Management, LLC holds $36,234,258 across 6 Oil & Gas Integrated names. SHEL ranks #3 (6.6% of the industry book) .
All Filings in SHEL
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,392,496 | 30,855 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,850,636 | 30,652 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $2,207,927 | 30,048 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $2,060,564 | 28,807 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,089,487 | 29,676 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $2,258,856 | 30,825 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,932,063 | 30,839 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $2,020,905 | 30,643 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $2,266,524 | 31,401 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $2,030,440 | 30,287 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,796,669 | 27,305 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,771,995 | 27,524 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $1,667,031 | 27,609 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,509,734 | 26,238 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,450,345 | 25,467 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $1,099,397 | 22,094 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $1,166,955 | 22,317 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $775,776 | 14,123 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||