RCG
SHEL icon

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
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 $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return