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
2023
Q1 		– Sell
-800
Closed -$45.6K – 125
2022
Q4 		$45.6K Buy
+800
New +$44.1K 0.01% 114

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.