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SH

SHEL SHELL PLC-ADR

2026Q2 · CUSIP 780259305 · Sector: Energy

Funds left

Funds are exiting, but the price is holding

Funds that own it
1,496
Institutions that reported holding it to the SEC
Net decrease in holders
93
Last quarter 1,589 → now 1,496
How unusual is that
Bottom 20%
Stronger than only 1.0% of US stocks
What the filings say, in one paragraph

1,496 funds held SHEL at the end of 2026Q2, down 93 from the quarter before. Buying has faded, though the price is holding up. On the business itself, revenue over the last 12 months was $266.9B(YoY -6.1%), the P/E is 15.2x. SHEL has had 12 buying rushes in its history, and the price moved +2.3% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Energy sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2014Q3: holders=1 2014Q4: holders=1 2015Q1: holders=1 2015Q2: holders=1 2015Q3: holders=1 2015Q4: holders=1 2016Q1: holders=2 2016Q2: holders=2 2016Q3: holders=3 2016Q4: holders=3 2017Q1: holders=2 2017Q2: holders=2 2017Q3: holders=2 2017Q4: holders=2 2018Q1: holders=2 2018Q2: holders=3 2018Q3: holders=3 2018Q4: holders=3 2019Q1: holders=3 2019Q2: holders=3 2019Q3: holders=3 2019Q4: holders=5 2020Q1: holders=4 2020Q2: holders=5 2020Q3: holders=4 2020Q4: holders=4 2021Q1: holders=5 2021Q2: holders=5 2021Q3: holders=6 2021Q4: holders=11 2022Q1: holders=977 2022Q2: holders=1124 2022Q3: holders=1092 2022Q4: holders=1181 2023Q1: holders=1191 2023Q2: holders=1201 2023Q3: holders=1264 2023Q4: holders=1315 2024Q1: holders=1341 2024Q2: holders=1389 2024Q3: holders=1355 2024Q4: holders=1382 2025Q1: holders=1414 2025Q2: holders=1395 2025Q3: holders=1393 2025Q4: holders=1460 2026Q1: holders=1589 2026Q2: holders=1496 -966 -483 +0 +483 +966 08351669 14Q316Q117Q319Q120Q322Q123Q325Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 12 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2026Q1 Top 1% in the market -11.0% —
2025Q4 Top 10% +18.2% +8.9%
2025Q1 Top 10% +4.7% +8.2%
2024Q4 Top 20% +8.3% +0.3%
2024Q2 Top 5% -6.7% -9.5%
2024Q1 Top 20% +1.8% +2.3%
2023Q4 Top 10% +10.5% +14.2%
2023Q3 Top 1% in the market +2.7% -0.4%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
242
Change in large funds
+28
Total value they hold
$28.7B
Funds buying for the first time
116
Funds that sold out entirely
209
Price change that quarter
+3.5%
Funds holding puts (bearish)
25
Funds holding calls (bullish)
28

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
15.2
EPS (TTM)
$6.00
EPS YoY
+18.6%
Revenue (TTM)
$266.9B
Revenue YoY
-6.1%
Net margin
—
ROE
—
Debt ratio
—
FCF (TTM)
—
Dividend (TTM)
No dividend

As of 2025-12-31 · SEC filings (XBRL)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.