Position in SHEL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$352,884
-$112,209 QoQ
Shares Held
4,551
-9.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#957
of 1,523 holders
Holding Since
Dec 2022
10 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, 2026Resurgent Financial Advisors LLC holds $6,673,043 across 5 Oil & Gas Integrated names. SHEL ranks #3 (5.3% of the industry book) .
All Filings in SHEL
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,884 | 4,551 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $465,093 | 5,001 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $364,019 | 4,954 | Shares | Sole | 2026-02-12 | |
| 2024-06-30 | $319,901 | 4,432 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,010,628 | 15,075 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $602,004 | 9,149 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $587,596 | 9,127 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $544,325 | 9,015 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $501,461 | 8,715 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $274,214 | 4,815 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||