Resurgent Financial Advisors’s Shell SHEL Stock Holding History

Resurgent Financial 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 Q1	$465K	Buy	5,001 +47	+0.9%	+$3.8K	0.17%	144
2025 Q4	$364K	Buy	+4,954	New	+$365K	0.18%	155
2024 Q3	–	Sell	-4,432	Closed	-$320K	–	193
2024 Q2	$320K	Sell	4,432 -10,643	-71%	-$761K	0.2%	135
2024 Q1	$1.01M	Buy	15,075 +5,926	+65%	+$380K	0.54%	52
2023 Q4	$602K	Buy	9,149 +22	+0.2%	+$1.44K	0.37%	73
2023 Q3	$588K	Buy	9,127 +112	+1%	+$6.97K	0.4%	62
2023 Q2	$544K	Buy	9,015 +300	+3%	+$18K	0.36%	75
2023 Q1	$501K	Buy	8,715 +3,900	+81%	+$229K	0.33%	78
2022 Q4	$274K	Buy	+4,815	New	+$265K	0.14%	150

Other funds holding SHEL

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

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

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

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

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

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

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

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

Resurgent Financial Advisors's SHEL Position: Q1 2026 in Review

Resurgent Financial Advisors increased its Shell (SHEL) stake by 0.95% in Q1 2026, buying an estimated $3.8K and bringing the position to 5,001 shares worth $465K. The position accounts for 0.17% of the portfolio, ranked #144.

Resurgent Financial Advisors first reported a position in SHEL in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.01M in Q1 2024. 1,585 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

Resurgent Financial Advisors held 5,001 shares of Shell worth $465K as of Q1 2026.
Resurgent Financial Advisors bought 47 Shell shares in Q1 2026, an estimated $3.8K.
Shell made up 0.17% of Resurgent Financial Advisors's portfolio in Q1 2026, its #144 holding.
Resurgent Financial Advisors first reported a position in Shell in Q4 2022 and has held it in 9 quarters since.
Resurgent Financial Advisors's Shell position peaked at $1.01M in Q1 2024.
1,585 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.