What smart money is saying about Shell
No fund has written a full thesis on Shell in our archive, but 8 fund letters report a position in it — most recently Guinness Global Energy Fund in July 2026.
Fund activity · 8 positions
- HoldsGuinness Global Energy FundJuly 2026
“Our five large-caps are Chevron, BP, ExxonMobil, Shell and TotalEnergies.”
Read the letterShell - HoldsGuinness Global Energy FundJune 2026
“Our five large-caps are Chevron, BP, ExxonMobil, Shell and TotalEnergies.”
Read the letterShell - HoldsGuinnessJune 2026
“our five large-caps are Chevron, BP, ExxonMobil, Shell and TotalEnergies.”
Read the letterShell - HoldsHarding Loevner International Developed Markets EquityJune 2026
“Shell was the biggest detractor as falling oil prices, resulting from a pause in the conflict in the Middle East, created drag in investor sentiment toward the Energy sector.”
Read the letterShell - HoldsHarding Loevner International Developed Markets Equity ADRJune 2026
Listed in Harding Loevner International Developed Markets Equity ADR’s reported holdings.
Read the letterShell - HoldsHarding Loevner Global EquityJune 2026
Listed in Harding Loevner Global Equity’s reported holdings.
Read the letterShell - HoldsHL International EquityMay 2026
Listed in HL International Equity’s reported holdings.
Read the letterShell - HoldsHL International Developed Markets Equity ADRMarch 2026
Listed in HL International Developed Markets Equity ADR’s reported holdings.
Read the letterShell
Also mentioned · 1
These funds discuss Shell — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedHL International Equity ADRMay 2026
Named in a table in HL International Equity ADR’s letter.
Read the letterShell
Read the letters behind these Shell positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves — and to Warren AI, which reads all of them for you.
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