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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 $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Willis Johnson & Associates's SHEL Position: Q1 2026 in Review

Willis Johnson & Associates increased its Shell (SHEL) stake by 0.19% in Q1 2026, buying an estimated $39.8K and bringing the position to 265,162 shares worth $24.7M. The position accounts for 1.44% of the portfolio, ranked #16.

Willis Johnson & Associates first reported a position in SHEL in Q2 2022 and has held it in 16 quarters since. 1,585 funds tracked by Wall St. Rank hold SHEL as of Q1 2026.

  • Willis Johnson & Associates held 265,162 shares of Shell worth $24.7M as of Q1 2026.
  • Willis Johnson & Associates bought 493 Shell shares in Q1 2026, an estimated $39.8K.
  • Shell made up 1.44% of Willis Johnson & Associates's portfolio in Q1 2026, its #16 holding.
  • Willis Johnson & Associates first reported a position in Shell in Q2 2022 and has held it in 16 quarters since.
  • 1,585 funds tracked by Wall St. Rank held Shell as of Q1 2026.

Based on Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.