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Regatta Capital Group’s Shell SHEL Stock Holding History

Regatta Capital Group’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 		$2.53M Buy
32,578
+820
+3% +$70.8K 0.34% 52
2026
Q1 		$2.95M Buy
31,758
+2,385
+8% +$193K 0.45% 40
2025
Q4 		$2.16M Sell
29,373
-1,549
-5% -$114K 0.33% 54
2025
Q3 		$2.21M Buy
30,922
+895
+3% +$64.4K 0.35% 51
2025
Q2 		$2.11M Buy
30,027
+773
+3% +$51.8K 0.36% 50
2025
Q1 		$2.14M Buy
29,254
+884
+3% +$59.6K 0.42% 44
2024
Q4 		$1.78M Buy
28,370
+618
+2% +$40.5K 0.34% 50
2024
Q3 		$1.83M Buy
27,752
+521
+2% +$36.9K 0.36% 54
2024
Q2 		$1.97M Buy
27,231
+1,058
+4% +$75.6K 0.42% 46
2024
Q1 		$1.75M Buy
26,173
+539
+2% +$34.5K 0.39% 52
2023
Q4 		$1.69M Buy
25,634
+59
+0.2% +$3.87K 0.44% 50
2023
Q3 		$1.65M Sell
25,575
-968
-4% -$60.3K 0.52% 41
2023
Q2 		$1.6M Sell
26,543
-675
-2% -$40.5K 0.51% 40
2023
Q1 		$1.55M Hold
27,218
– – 0.55% 44
2022
Q4 		$1.55M Sell
27,218
-416
-2% -$22.9K 0.55% 44
2022
Q3 		$1.45M Buy
27,634
+271
+1% +$14K 0.59% 43
2022
Q2 		$1.43M Sell
27,363
-1,545
-5% -$86.8K 0.68% 37
2022
Q1 		$1.59M Buy
+28,908
New +$1.53M 0.55% 45

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
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
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Regatta Capital Group's SHEL Position: Q2 2026 in Review

Regatta Capital Group increased its Shell (SHEL) stake by 2.6% in Q2 2026, buying an estimated $70.8K and bringing the position to 32,578 shares worth $2.53M. The position accounts for 0.34% of the portfolio, ranked #52.

Regatta Capital Group first reported a position in SHEL in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.95M in Q1 2026. 1,527 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Regatta Capital Group held 32,578 shares of Shell worth $2.53M as of Q2 2026.
  • Regatta Capital Group bought 820 Shell shares in Q2 2026, an estimated $70.8K.
  • Shell made up 0.34% of Regatta Capital Group's portfolio in Q2 2026, its #52 holding.
  • Regatta Capital Group first reported a position in Shell in Q1 2022 and has held it in 18 quarters since.
  • Regatta Capital Group's Shell position peaked at $2.95M in Q1 2026.
  • 1,527 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Regatta Capital Group's 13F filing for Q2 2026, filed 12 Aug 2026.