Resonant Capital Advisors’s Shell SHEL Stock Holding History

Resonant Capital Advisors’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	$467K	Sell	6,021 -1,514	-20%	-$131K	0.02%	306
2026 Q1	$701K	Buy	7,535 +2,347	+45%	+$190K	0.04%	220
2025 Q4	$381K	Sell	5,188 -34	-0.7%	-$2.5K	0.02%	300
2025 Q3	$374K	Sell	5,222 -1,771	-25%	-$128K	0.02%	291
2025 Q2	$492K	Sell	6,993 -79	-1%	-$5.29K	0.03%	242
2025 Q1	$518K	Buy	7,072 +2,432	+52%	+$164K	0.04%	208
2024 Q4	$291K	Sell	4,640 -227	-5%	-$14.9K	0.02%	279
2024 Q3	$321K	Sell	4,867 -24	-0.5%	-$1.7K	0.02%	270
2024 Q2	$353K	Buy	4,891 +53	+1%	+$3.79K	0.03%	241
2024 Q1	$324K	Buy	4,838 +739	+18%	+$47.4K	0.03%	256
2023 Q4	$270K	Sell	4,099 -273	-6%	-$17.9K	0.03%	251
2023 Q3	$281K	Buy	4,372 +353	+9%	+$22K	0.03%	223
2023 Q2	$243K	Hold	4,019	–	–	0.03%	236
2023 Q1	$231K	Hold	4,019	–	–	0.03%	228
2022 Q4	$229K	Hold	4,019	–	–	0.03%	239
2022 Q3	$200K	Hold	4,019	–	–	0.03%	221
2022 Q2	$210K	Buy	4,019 +111	+3%	+$6.24K	0.03%	223
2022 Q1	$218K	Buy	+3,908	New	+$207K	0.03%	211

Other funds holding SHEL

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

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

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

EHC

Everett Harris & Co Los Angeles, California $8.14B AUM 14.79% 1-Year Est. Return

Resonant Capital Advisors's SHEL Position: Q2 2026 in Review

Resonant Capital Advisors reduced its Shell (SHEL) stake by 20% in Q2 2026, selling an estimated $131K and leaving 6,021 shares worth $467K. The position accounts for 0.02% of the portfolio, ranked #306.

Resonant Capital Advisors first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $701K in Q1 2026. 766 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Resonant Capital Advisors held 6,021 shares of Shell worth $467K as of Q2 2026.
Resonant Capital Advisors sold 1,514 Shell shares in Q2 2026, an estimated $131K.
Shell made up 0.02% of Resonant Capital Advisors's portfolio in Q2 2026, its #306 holding.
Resonant Capital Advisors first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
Resonant Capital Advisors's Shell position peaked at $701K in Q1 2026.
766 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.