Resources Management Corp’s Shell SHEL Stock Holding History

Resources Management Corp’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 Q1	$5K	Sell	50 -350	-88%	-$28.3K	﹤0.01%	359
2025 Q4	$29K	Sell	400 -271	-40%	-$20K	﹤0.01%	295
2025 Q3	$48K	Hold	671	–	–	0.01%	255
2025 Q2	$47K	Hold	671	–	–	0.01%	272
2025 Q1	$49K	Hold	671	–	–	0.01%	281
2024 Q4	$42K	Hold	671	–	–	0.01%	286
2024 Q3	$44K	Hold	671	–	–	0.01%	296
2024 Q2	$48K	Hold	671	–	–	0.01%	291
2024 Q1	$45K	Hold	671	–	–	0.01%	292
2023 Q4	$44K	Hold	671	–	–	0.01%	296
2023 Q3	$43K	Sell	671 -50	-7%	-$3.11K	0.01%	298
2023 Q2	$44K	Sell	721 -1,979	-73%	-$119K	0.01%	296
2023 Q1	$141K	Buy	2,700 +110	+4%	+$6.47K	0.02%	238
2022 Q4	$148K	Hold	2,590	–	–	0.02%	240
2022 Q3	$129K	Hold	2,590	–	–	0.02%	255
2022 Q2	$135K	Buy	+2,590	New	+$146K	0.02%	253

Other funds holding SHEL

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Mawer Investment Management

Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return