- The trend backdrop is active with a 3-week active streak.
- Price is above the Trend Line, keeping the weekly tape constructive.
- Price is above Fair Value, showing premium demand versus the model.
- Activity pressure is positive on the latest completed week.
SHEL
LSE
Week ended 07 Aug 2026
Weekly Investor Report
Shell plc · Energy · Oil & Gas Integrated
Latest close
3,278 GBP
-3.1%
latest week
Weekly setup
Constructive, but selective
The weekly trend is active. Price is 4.4% above the Trend Line and sits at 69.7% of its 52-week range. The latest completed week returned -3.1%, after a 7.9% four-week move. The latest factor snapshot indicates quality ranks weakly versus its universe; growth ranks weakly; valuation is inexpensive relative to peers. The latest news-sentiment score is 58/100.
Setup score
63
out of 100
Latest Close
3,278 GBP
7 Aug 2026
1W Return
-3.1%
latest completed week
4W Return
7.9%
short-term follow-through
12W Return
2.6%
quarterly tape
Trend Breadth
90.4%
47 of 52 weeks active
Volume Ratio
1.6x
vs 13-week average
- 2 reversal markers appear in the recent smart-money tape.
- Trend Line remains the key weekly regime level.
- Activity pressure is the gauge to monitor for confirmation or fade.
- A volume ratio above 1.5x would show stronger participation in the next move.
Price follow-through
-3.1%
Latest completed week; four-week move 7.9%.
Indicator stack
60/63
Trend and activity pressure are weighted against the latest 12-week confirmation window.
Trend backdrop
Active
The trend backdrop defines the current weekly regime.
Patient Capital
Quiet
Activity-pressure buy-signal status for institutional accumulation timing.
News sentiment
58/100
35 relevant articles in the latest sentiment read.
01 · Price action
Study the full chart
Where price is—and whether the trend supports it
The weekly trend is active. Price is 4.4% above the Trend Line and sits at 69.7% of its 52-week range. The latest completed week returned -3.1%, after a 7.9% four-week move.
52-week price path
Price vs Trend Line and Fair Value
Price
Trend Line
Fair Value
02 · Volume and demand
Is real participation confirming the move?
Latest weekly volume is 1.6x the 13-week average. Participation is unusually strong and confirms that the move is attracting attention.
26-week volume confirmation
Bar height shows volume; colour shows the weekly price direction
13 Feb
20 Feb
27 Feb
6 Mar
13 Mar
20 Mar
27 Mar
3 Apr
10 Apr
17 Apr
24 Apr
1 May
8 May
15 May
22 May
29 May
5 Jun
12 Jun
19 Jun
26 Jun
3 Jul
10 Jul
17 Jul
24 Jul
31 Jul
7 Aug
Up week
Down week
Demand beneath price
Activity pressure and institutional-style signals
These indicators assess whether participation is improving beneath the headline price move. They are supporting evidence, not proof of institutional buying.
Activity pressure path
Latest 0.5112-week average 0.64
12-week confirmation
Trend active9/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure1/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership8/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.51Current proprietary activity-pressure read.
Buy signals0Accumulation signal count in the latest 12 weeks.
Reversal markers22 reversal markers
No recent accumulation markers. 2 reversal markers.
03 · Momentum and leadership
Is performance persistent—and is the stock leading?
Performance is 7.9% over four weeks, 2.6% over 12 weeks, and 23.6% over one year. The current trend has remained active for 3 consecutive weeks.
Performance by holding period
Active trend streak3 weeks
Active weeks in one year47
Trend breadth90.4%
Activity pressure vs relative leadership
Activity pressureRelative leadership
Pressure0.18Latest activity-pressure read.
Pressure change116.9%Four-week change in activity pressure.
Leadership2.15Latest relative-leadership reading.
RS change261.6%Four-week change in relative leadership.
04 · Fundamentals and valuation
Open full factor analysis
What investors are paying for—and the quality behind it
The latest factor snapshot indicates quality ranks weakly versus its universe; growth ranks weakly; valuation is inexpensive relative to peers.
Factor week 09 Aug 2026
Financial statements through 31 Mar 2026
Field coverage 91%
Model confidence 85%
Relative factor standing
Higher display scores are better. Each score is converted from the underlying universe rank, where rank 1 is best.
Overall factor strength86/100Blend of value, momentum, and quality. Underlying universe rank 15; rank 1 is best.
Value98/100Relative valuation strength. Underlying universe rank 3; rank 1 is best.
Quality10/100Profitability and accounting quality. Underlying universe rank 91; rank 1 is best.
Momentum88/100Medium-term price momentum. Underlying universe rank 13; rank 1 is best.
Growth11/100Revenue and earnings growth. Underlying universe rank 90; rank 1 is best.
Quality and valuation are separate questions
A strong company can still carry a demanding valuation. This report shows profitability, growth, balance-sheet strength, and the price paid for those characteristics separately.
Value-quality framework71/100Value and quality alignment from the Sharemaestro SVQF framework.
Valuation
How much investors are paying for earnings, sales, and cash flow.
- P/E
- 9.7x Price divided by trailing earnings.
- Price / sales
- 0.7x Market value relative to trailing revenue.
- EV / EBITDA
- 4.0x Enterprise value relative to operating cash earnings.
- Free-cash-flow yield
- 8.8% Free cash flow as a share of enterprise value.
Business quality
Margins and the return generated on invested capital.
- Gross margin
- 15.7% Gross profit retained from each unit of revenue.
- Operating margin
- 10.2% Operating profit retained from revenue.
- Free-cash-flow margin
- 7.7% Free cash flow generated from revenue.
- Return on invested capital
- 9.0% Operating return generated on invested capital.
Growth and financial strength
Recent business growth and accounting strength.
- Revenue growth
- -6.1% Latest one-year revenue growth.
- EPS growth
- 18.5% Latest one-year earnings-per-share growth.
- Free-cash-flow growth
- -31.8% Latest one-year free-cash-flow growth.
- Piotroski F-score
- 5/9 Nine-point accounting-strength checklist.
Shareholder return and balance sheet
Cash returned to owners and financial leverage.
- Dividend yield
- 3.4% Cash dividends relative to market value.
- Buyback yield
- 7.6% Net share repurchases relative to market value.
- Shareholder yield
- 11.0% Dividend yield plus net buyback yield.
- Net debt / EBITDA
- 0.9x Balance-sheet debt relative to operating cash earnings.
05 · Ownership, options, and sentiment
What other market participants are doing
Options, insider transactions, market sentiment, and activity-pressure signals can confirm or challenge the price story. None should be used alone.
Insider activity-
No recent insider transactions are stored for this company.
News sentiment58/100
Weighted news tone is positive across 35 relevant articles.
11 positive · 22 neutral · 2 negativePatient CapitalQuiet
Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.
No recent buy signal
06 · Catalysts and risk
What can move the shares—and how volatile the path has been
Event timing, options-implied movement, drawdown, and weekly return distribution frame the risk around the current setup.
Next earnings-No event is currently stored.
Options expected move-Nearest-chain priced movement where available.
52-week drawdown-8.7%Distance below the 52-week high.
13-week volatility3.7%Standard deviation of weekly returns.
Weekly gains and losses
Latest 26 completed weeksEach bar is one week. Gains rise above the zero line; losses fall below it. Taller bars mean a larger weekly move.
13 Feb
13 Mar
10 Apr
8 May
5 Jun
3 Jul
7 Aug
Weeks higher16 of 2610 weeks finished lower.
Best week+7.5%Week of 13 Mar.
Worst week-7.0%Week of 19 Jun.
Latest week-3.1%Week of 7 Aug.
Shape of recent returns
Strong gains4
Modest gains12
Flat weeks0
Modest losses7
Sharp losses3
Recent vol3.7%13-week weekly-return volatility.
Base vol3.2%52-week weekly-return volatility.
Up/down split27/25Count of positive and negative weeks in the 52-week window.
Average skew2.9% / -2.1%Average positive week versus average negative week.
07 · Sector and peer context
Is this stock leading—or simply moving with its group?
Sector and industry breadth distinguish company-specific strength from a broad group move.
SectorGB Energy
4-week rank25 / 93
Group average3.2%
Trend breadth34.4%
Trend34.4%active weekly trend signals
MD31.2%positive activity pressure
RS24.7%positive relative leadership
Four-week leaders
IndustryGB Oil & Gas Integrated
4-week rank3 / 7
Group average6.6%
Trend breadth42.9%
Trend42.9%active weekly trend signals
MD28.6%positive activity pressure
RS28.6%positive relative leadership
Four-week leaders
08 · Evidence and weekly data
The underlying research record
Every top-level statement above should be traceable to a stored market, fundamental, event, or positioning observation.
Weekly tape61/100
Trend, activity pressure, participation, and risk combine to a 61/100 tape read.
Indicator analysis47/100Latest 12-week confirmation: trend 9/12, activity pressure 1/12, relative leadership 8/12.
Activity pressure 0.51; 2 reversal markers Factors68/100O'Shaughnessy factor stack blends value, quality, momentum, and confidence.
Buyback Yield rank 8 SVQF71/100Value and quality alignment from the Sharemaestro SVQF framework.
Composite rank 77.0 of 260 Patient CapitalQuietActivity-pressure buy-signal evidence highlights potential institutional accumulation windows.
No recent buy signal Sentiment58/100Weighted news tone is positive across 35 relevant articles.
Transaction in Own Shares Insiders50/100No recent insider transaction evidence is stored.
Earnings50/100No stored earnings event is currently attached to this ticker.
| Week | Close | Return | Trend Line | Fair Value | Pressure | Leadership | Volume | Trend |
|---|---|---|---|---|---|---|---|---|
| 7 Aug 2026 | 3,278 GBP | -3.1% | 3,139 GBP | 2,727 GBP | 0.18 | 2.15 | 52.2M | On |
| 31 Jul 2026 | 3,384 GBP | 2.4% | 3,117 GBP | 2,722 GBP | -0.08 | 5.83 | 43.2M | On |
| 24 Jul 2026 | 3,306 GBP | 2.1% | 3,096 GBP | 2,715 GBP | -0.49 | 4.75 | 37.9M | On |
| 17 Jul 2026 | 3,236 GBP | 6.5% | 3,076 GBP | 2,709 GBP | -0.82 | 3.97 | 54.2M | Off |
| 10 Jul 2026 | 3,038 GBP | 5.1% | 3,058 GBP | 2,704 GBP | -1.07 | -1.33 | 44.6M | Off |
| 3 Jul 2026 | 2,892 GBP | -0.2% | 3,047 GBP | 2,699 GBP | -1.10 | -7.76 | 2.5M | Off |
| 26 Jun 2026 | 2,898 GBP | -3.2% | 3,042 GBP | 2,695 GBP | -1.00 | -6.21 | 12.5M | On |
| 19 Jun 2026 | 2,994 GBP | -7.0% | 3,038 GBP | 2,692 GBP | -0.84 | -1.88 | 29.3M | On |
| 12 Jun 2026 | 3,220 GBP | -0.2% | 3,031 GBP | 2,687 GBP | -0.72 | 4.35 | 7.9M | On |
| 5 Jun 2026 | 3,228 GBP | 3.5% | 3,019 GBP | 2,682 GBP | -0.62 | 5.69 | 11.3M | On |
| 29 May 2026 | 3,118 GBP | -2.7% | 3,007 GBP | 2,676 GBP | -0.48 | 1.89 | 64.9M | On |
| 22 May 2026 | 3,205 GBP | 0.3% | 2,998 GBP | 2,670 GBP | -0.21 | 4.30 | 32.8M | On |
| 15 May 2026 | 3,194 GBP | 2.9% | 2,986 GBP | 2,665 GBP | 0.02 | 6.91 | 38.8M | On |
| 8 May 2026 | 3,103 GBP | -5.7% | 2,969 GBP | 2,660 GBP | 0.28 | 3.65 | 53.1M | On |
How to use this report
This is a completed-week research summary. It explains the available evidence and its conflicts; it does not predict a guaranteed outcome or replace your own risk assessment. Fundamental figures may refer to an earlier financial reporting period, which is shown above.