LongSHEL.LJun 2026
Shell plc
Shell fell during the quarter as the Middle East ceasefire drove Brent oil down from its peak. The fund nevertheless believes Shell remains attractively valued at current oil…
SHEL.L
1 published idea on Shell plc 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 plc: 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 fell during the quarter as the Middle East ceasefire drove Brent oil down from its peak. The fund nevertheless believes Shell remains attractively valued at current oil…