RCM
SHEL icon

Regency Capital Management’s Shell SHEL Stock Holding History

Regency Capital 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
Q1 		– Sell
-72,293
Closed -$5.31M – 74
2025
Q4 		$5.31M Sell
72,293
-1,322
-2% -$97.4K 2.21% 18
2025
Q3 		$5.27M Buy
73,615
+58
+0.1% +$4.18K 2.5% 14
2025
Q2 		$5.18M Sell
73,557
-630
-0.8% -$42.2K 2.72% 12
2025
Q1 		$5.44M Sell
74,187
-31,605
-30% -$2.13M 3.25% 10
2024
Q4 		$6.63M Sell
105,792
-2,631
-2% -$172K 3.59% 9
2024
Q3 		$7.15M Sell
108,423
-771
-0.7% -$54.6K 3.93% 8
2024
Q2 		$7.88M Buy
109,194
+3,420
+3% +$244K 5.07% 5
2024
Q1 		$7.09M Buy
105,774
+883
+0.8% +$56.6K 4.51% 5
2023
Q4 		$6.9M Sell
104,891
-11,325
-10% -$743K 4.64% 6
2023
Q3 		$7.48M Sell
116,216
-8,573
-7% -$534K 6.36% 3
2023
Q2 		$7.53M Buy
124,789
+1,469
+1% +$88.2K 6.55% 3
2023
Q1 		$7.1M Buy
123,320
+2,646
+2% +$156K 8.59% 3
2022
Q4 		$6.87M Sell
120,674
-5,956
-5% -$328K 7.9% 3
2022
Q3 		$6.3M Buy
126,630
+14,223
+13% +$733K 7.73% 3
2022
Q2 		$5.88M Buy
112,407
+31,091
+38% +$1.75M 6.32% 3
2022
Q1 		$4.47M Buy
+81,316
New +$4.32M 3.25% 8

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

Regency Capital Management's SHEL Position: Q1 2026 in Review

Regency Capital Management sold out of Shell (SHEL) in Q1 2026, closing a stake of 72,293 shares — an estimated $5.31M sold.

Regency Capital Management first reported a position in SHEL in Q1 2022 and held it in 16 quarters. The position peaked at $7.88M in Q2 2024. 1,587 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Regency Capital Management reported no remaining Shell position as of Q1 2026 after selling out during the quarter.
  • Regency Capital Management sold 72,293 Shell shares in Q1 2026, an estimated $5.31M.
  • Regency Capital Management first reported a position in Shell in Q1 2022 and held it in 16 quarters.
  • Regency Capital Management's Shell position peaked at $7.88M in Q2 2024.
  • 1,587 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Regency Capital Management's 13F filing for Q1 2026, filed 5 May 2026.