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Willis Johnson & Associates, Inc.

Position in SHEL — Shell plc

CIK 1853239 Houston, TX

Position in SHEL

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$9,977,847
-$14,682,219 QoQ
Shares Held
128,680
-51.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
18.70%
of 13F equity value
Holder Rank
#179
of 1,523 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in SHEL Over Time

Shares Held

Position Value (USD)

Derivatives in SHEL

reported options exposure · as of Dec 31, 2022
CallValue
$45,560
CallShares
800
PutValue
$0
PutShares
0

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Oil & Gas Integrated

Energy · as of Jun 30, 2026

Willis Johnson & Associates, Inc. holds $15,809,088 across 4 Oil & Gas Integrated names. SHEL ranks #1 (63.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SHEL
Shell plc
This page
128,680 $9,977,847

All Filings in SHEL

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18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $9,977,847 128,680
2026-03-31 $24,660,066 265,162
2025-12-31 $19,447,878 264,669
2025-09-30 $21,213,652 296,570
2025-06-30 $19,967,008 283,582
2025-03-31 $21,470,087 292,987
2024-12-31 $15,155,410 241,906
2024-09-30 $18,294,266 277,396
2024-06-30 $19,691,064 272,805
2024-03-31 $14,932,020 222,733
2023-12-31 $13,344,371 202,802
2023-09-30 $12,399,845 192,604
2023-06-30 $12,031,681 199,266
2023-03-31 $11,001,072 191,190
2022-12-31 $45,560 800
2022-12-31 $8,927,538 156,761
2022-09-30 $8,920,226 179,265
2022-06-30 $9,151,272 175,010