LongSHELSep 2026
Shell plc
Shell has benefited from Brent crude rising approximately 40% during the quarter amid Middle Eastern supply disruption. The fund considers the company inexpensive despite its…
SHEL
Which hedge funds are long SHEL?
3 published ideas on Shell plc across 3 funds — 3 long and 0 short.
Shell hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Shell: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongSHELJun 2026
Shell
Shell detracted during the quarter as oil prices moderated when geopolitical concerns eased. BlackRock nevertheless describes the company's fundamentals as intact and remained…
LongSHELJun 2026
Shell plc
Shell's shares declined with oil prices despite the company reporting better-than-expected earnings. One of its production facilities in Qatar was damaged by missile strikes, but…