WJA
SHEL icon

Willis Johnson & Associates’s Shell SHEL Stock Holding History

Willis Johnson & Associates’s Portfolio SHEL Stock Details SHEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.98M Sell
128,680
-136,482
-51% -$11.8M 0.56% 26
2026
Q1 		$24.7M Buy
265,162
+493
+0.2% +$39.8K 1.44% 16
2025
Q4 		$19.4M Sell
264,669
-31,901
-11% -$2.35M 1.2% 18
2025
Q3 		$21.2M Buy
296,570
+12,988
+5% +$935K 1.31% 17
2025
Q2 		$20M Sell
283,582
-9,405
-3% -$630K 1.36% 17
2025
Q1 		$21.5M Buy
292,987
+51,081
+21% +$3.44M 1.63% 16
2024
Q4 		$15.2M Sell
241,906
-35,490
-13% -$2.33M 1.16% 21
2024
Q3 		$18.3M Buy
277,396
+4,591
+2% +$325K 1.39% 18
2024
Q2 		$19.7M Buy
272,805
+50,072
+22% +$3.58M 1.61% 16
2024
Q1 		$14.9M Buy
222,733
+19,931
+10% +$1.28M 1.3% 18
2023
Q4 		$13.3M Buy
202,802
+10,198
+5% +$669K 1.22% 20
2023
Q3 		$12.4M Sell
192,604
-6,662
-3% -$415K 1.27% 16
2023
Q2 		$12M Buy
199,266
+8,076
+4% +$485K 1.28% 18
2023
Q1 		$11M Buy
191,190
+34,429
+22% +$2.03M 1.31% 18
2022
Q4 		$8.93M Sell
156,761
-22,504
-13% -$1.24M 1.16% 19
2022
Q3 		$8.92M Buy
179,265
+4,255
+2% +$219K 1.3% 19
2022
Q2 		$9.15M Buy
+175,010
New +$9.83M 1.28% 18

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Willis Johnson & Associates's SHEL Position: Q2 2026 in Review

Willis Johnson & Associates reduced its Shell (SHEL) stake by 51% in Q2 2026, selling an estimated $11.8M and leaving 128,680 shares worth $9.98M. The position accounts for 0.56% of the portfolio, ranked #26.

Willis Johnson & Associates first reported a position in SHEL in Q2 2022 and has held it in 17 quarters since. The position peaked at $24.7M in Q1 2026. 1,530 funds tracked by Wall St. Rank hold SHEL as of Q2 2026.

  • Willis Johnson & Associates held 128,680 shares of Shell worth $9.98M as of Q2 2026.
  • Willis Johnson & Associates sold 136,482 Shell shares in Q2 2026, an estimated $11.8M.
  • Shell made up 0.56% of Willis Johnson & Associates's portfolio in Q2 2026, its #26 holding.
  • Willis Johnson & Associates first reported a position in Shell in Q2 2022 and has held it in 17 quarters since.
  • Willis Johnson & Associates's Shell position peaked at $24.7M in Q1 2026.
  • 1,530 funds tracked by Wall St. Rank held Shell as of Q2 2026.

Based on Willis Johnson & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.