SHEL — SHELL PLC

Ownership history in Willis Johnson & Associates, Inc.  ·  16 quarters on record

AI Ownership Summary

Willis Johnson & Associates, Inc. reported SHELL PLC (SHEL) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.63% in 2025 Q1. The latest visible filing shows SHEL at 1.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SHEL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Willis Johnson & Associates, Inc.'s position in SHELL PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SHEL was reported at 1.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.63% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SHEL stock page Willis Johnson & Associates, Inc. fund profile Willis Johnson & Associates, Inc. full holdings
How Willis Johnson & Associates, Inc. held SHEL — position size vs. price
% of Fund (quarterly)    SHEL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 264,669 -31,901 -10.8% 1.20% $19.4M 2026-02-14 (Est.) $78.04
2025 Q3 ADDED 296,570 +12,988 +4.6% 1.31% $21.2M 2025-11-06 $72.84
2025 Q2 REDUCED 283,582 -9,405 -3.2% 1.36% $20.0M 2025-08-13 $70.69
2025 Q1 ADDED 292,987 +51,081 +21.1% 1.63% $21.5M 2025-05-15 $64.79
2024 Q4 REDUCED 241,906 -35,490 -12.8% 1.16% $15.2M 2025-02-14 $64.54
2024 Q3 ADDED 277,396 +4,591 +1.7% 1.39% $18.3M 2024-10-31 $63.58
2024 Q2 ADDED 272,805 +50,072 +22.5% 1.61% $19.7M 2024-08-01 $68.01
2024 Q1 ADDED 222,733 +19,931 +9.8% 1.30% $14.9M 2024-04-19 $66.57
2023 Q4 ADDED 202,802 +10,198 +5.3% 1.22% $13.3M 2024-01-12 $58.29
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding SHEL

As of 2026 Q1 — sorted by position size

Israel Discount Bank of New York 3Y 7Y 3.96% Miller Global Investments, LLC 1.24% Old Port Advisors 3Y 7Y 0.54% Hilltop National Bank 0.51% NEVILLE RODIE & SHAW INC 3Y 7Y 0.46% InTrack Investment Management Inc 3Y 0.43% Rosenberg Matthew Hamilton 3Y 0.17% Investors Research Corp 3Y 7Y 0.13% Versant Capital Management, Inc 3Y 7Y 0.1% Noble Wealth Management PBC 0.09%

FAQ About Willis Johnson & Associates, Inc. and SHEL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Willis Johnson & Associates, Inc. reported owning SHEL?

Willis Johnson & Associates, Inc. reported SHEL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SHEL position in Willis Johnson & Associates, Inc.'s portfolio?

The largest reported portfolio weight for SHEL was 1.63% in 2025 Q1.

What is the latest reported SHEL position on this page?

The most recent filing on this page is 2025 Q4, when Willis Johnson & Associates, Inc. reported 264,669 shares, equal to 1.20% of portfolio, with an estimated market value of $19.4M.

What does the chart on this SHEL ownership page compare?

The chart compares Willis Johnson & Associates, Inc.'s quarterly SHEL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to Willis Johnson & Associates, Inc. Holdings