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…
SHEL
1 published idea on Shell across 1 fund — 1 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Shell: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Shell detracted during the quarter as oil prices moderated when geopolitical concerns eased. BlackRock nevertheless describes the company's fundamentals as intact and remained…