Why Shell and Other Oil Majors Aren't Price Gouging
Source Summary
Geopolitical conflict in the Middle East has disrupted the energy sector, prompting analysis of whether major oil companies including Shell are engaging in price gouging.
Geopolitical conflict in the Middle East has disrupted the energy sector, prompting analysis of whether major oil companies including Shell are engaging in price gouging.
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Quarterly reported positions. These filings can arrive up to 45 days after quarter-end and are not real-time trades.
Institutional ownership: 13.15%
| Owner | Activity | Change | Shares held | Value (thousands) | Reported |
|---|---|---|---|---|---|
| Fmr Llc | Sell | -10,285,492 (-10.536%) | 87,332,346 | $9,239,762 | 6/30/2026 |
| Fisher Asset Management, Llc | Buy | 158,445 (0.577%) | 27,633,155 | $2,923,588 | 6/30/2026 |
| Dimensional Fund Advisors Lp | Buy | 673,710 (2.729%) | 25,363,810 | $2,683,491 | 6/30/2026 |
Source: Nasdaq
Open short positions reported twice monthly; this is not daily short-sale volume.
Recent reported earnings per share compared with the analyst consensus available from Nasdaq.
| Morgan Stanley |
| Buy |
| 1,105,213 (11.425%) |
| 10,779,129 |
| $1,140,432 |
| 6/30/2026 |
| Goldman Sachs Group Inc | Buy | 5,580,906 (112.071%) | 10,560,692 | $1,117,321 | 6/30/2026 |
| Price T Rowe Associates Inc /Md/ | Sell | -733,415 (-6.939%) | 9,835,553 | $1,040,602 | 6/30/2026 |
| Orbis Allan Gray Ltd | Buy | 4,733,726 (115.072%) | 8,847,436 | $936,059 | 6/30/2026 |
| Mawer Investment Management Ltd. | Buy | 893,456 (12.548%) | 8,013,792 | $847,859 | 6/30/2026 |
| Bank Of America Corp /De/ | Buy | 146,988 (1.944%) | 7,709,715 | $815,688 | 6/30/2026 |
| Arrowstreet Capital, Limited Partnership | Sell | -469,278 (-6.521%) | 6,727,122 | $711,730 | 6/30/2026 |
| Franklin Templeton Inc | Sell | -625,777 (-8.545%) | 6,697,185 | $708,562 | 6/30/2026 |
| Hotchkis & Wiley Capital Management Llc | Buy | 53,057 (0.863%) | 6,199,706 | $655,929 | 6/30/2026 |
| Settlement date | Short interest | Avg. daily volume | Change vs. previous report | Days to cover |
|---|---|---|---|---|
| Sep 30, 2026 | 20,476,633 | 5,998,116 | +2.76% | 3.41 |
| Sep 15, 2026 | 19,927,390 | 7,090,002 | -14.17% | 2.81 |
| Aug 31, 2026 | 23,218,005 | 5,662,107 | -1.96% | 4.10 |
| Aug 14, 2026 | 23,681,421 | 5,627,623 | -11.99% | 4.21 |
| Jul 31, 2026 | 26,907,719 | 7,456,614 | -3.09% | 3.61 |
| Jul 15, 2026 | 27,764,613 | 6,075,646 | -6.10% | 4.57 |
| Jun 30, 2026 | 29,567,259 | 6,461,872 | -0.97% | 4.58 |
| Jun 15, 2026 | 29,857,241 | 6,652,167 | +3.13% | 4.49 |
Source: FINRA Consolidated Short Interest
| Fiscal quarter | Reported | EPS | Consensus | Surprise |
|---|---|---|---|---|
| Jun 2026 | Jul 30, 2026 | 3.52 | 3.23 | +8.98% |
| Mar 2026 | May 7, 2026 | 2.44 | 1.78 | +37.08% |
| Dec 2025 | Feb 5, 2026 | 1.14 | 1.21 | -5.79% |
| Sep 2025 | Oct 30, 2025 | 1.86 | 1.72 | +8.14% |
Source: Nasdaq
