Regatta Research & Money Management’s Shell SHEL Stock Holding History

Regatta Research & Money Management’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	$181K	Buy	+2,332	New	+$201K	0.17%	119

Other funds holding SHEL

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WGI DM Boston, Massachusetts $1.16B AUM 2.51% 1-Year Est. Return

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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Regatta Research & Money Management's SHEL Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Shell (SHEL) in Q2 2026: 2,332 shares worth $181K. The stake represents 0.17% of the portfolio and ranks #119 among its holdings.

1,201 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

Regatta Research & Money Management held 2,332 shares of Shell worth $181K as of Q2 2026.
Shell was a new Regatta Research & Money Management position in Q2 2026.
Shell made up 0.17% of Regatta Research & Money Management's portfolio in Q2 2026, its #119 holding.
1,201 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.