What smart money is saying about Shell PLC
SHELL.AS
No fund has written a full thesis on Shell PLC in our archive, but 1 fund letter reports a position in it — most recently Hotchkis & Wiley International Value Strategy in June 2026.
1
Reported positions
0
Bought
0
Sold
1
Letter
Position history
Every position in Shell PLC on record in the archive was reported in Q2 2026, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 1 | 0 | 0 | 0 |
Fund activity · 1 position
- June 2026
“We own it because its scale advantages in integrated gas, ongoing capital allocation and efficiency improvements, low free cash flow multiple, and meaningful shareholder returns create an attractive value proposition.”
Read the letterShell PLC
Read the letters behind these Shell PLC positions
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