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 Q2	$353K	Sell	4,551 -450	-9%	-$38.8K	0.1%	209
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 $2.3T AUM 54.33% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Resurgent Financial Advisors's SHEL Position: Q2 2026 in Review

Resurgent Financial Advisors reduced its Shell (SHEL) stake by 9% in Q2 2026, selling an estimated $38.8K and leaving 4,551 shares worth $353K. The position accounts for 0.1% of the portfolio, ranked #209.

Resurgent Financial Advisors first reported a position in SHEL in Q4 2022 and has held it in 10 quarters since. The position peaked at $1.01M in Q1 2024. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Resurgent Financial Advisors held 4,551 shares of Shell worth $353K as of Q2 2026.
Resurgent Financial Advisors sold 450 Shell shares in Q2 2026, an estimated $38.8K.
Shell made up 0.1% of Resurgent Financial Advisors's portfolio in Q2 2026, its #209 holding.
Resurgent Financial Advisors first reported a position in Shell in Q4 2022 and has held it in 10 quarters since.
Resurgent Financial Advisors's Shell position peaked at $1.01M in Q1 2024.
1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.