Skip to content
Disclosery

Willis Johnson & Associates, Inc.: SHEL position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Willis Johnson & Associates, Inc. on SHEL, newest first. How the timeline and the estimate are built.

Willis Johnson & Associates, Inc. held 128,680 SHEL shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 128,680 shares
    Change vs previous 13F -136,482 shares

    0.56% of the 13F portfolio, value $9,977,869.

    13F-HR 0001853239-26-000004 filed by Willis Johnson & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 265,162 shares
    Change vs previous 13F +493 shares

    1.44% of the 13F portfolio, value $24,660,040.

    13F-HR 0001853239-26-000003 filed by Willis Johnson & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 264,669 shares
    Change vs previous 13F -31,901 shares

    1.2% of the 13F portfolio, value $19,447,884.

    13F-HR 0001853239-26-000002 filed by Willis Johnson & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 296,570 shares
    Change vs previous 13F +12,988 shares

    1.31% of the 13F portfolio, value $21,213,683.

    13F-HR 0001853239-25-000004 filed by Willis Johnson & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 283,582 shares
    Change vs previous 13F -9,405 shares

    1.36% of the 13F portfolio, value $19,966,974.

    13F-HR 0001085146-25-004993 filed by Willis Johnson & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 292,987 shares
    Change vs previous 13F +51,081 shares

    1.63% of the 13F portfolio, value $21,470,054.

    13F-HR 0001085146-25-003176 filed by Willis Johnson & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 241,906 shares
    Change vs previous 13F -35,490 shares

    1.16% of the 13F portfolio, value $15,155,411.

    13F-HR 0001085146-25-001471 filed by Willis Johnson & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 277,396 shares
    Change vs previous 13F not available

    1.39% of the 13F portfolio, value $18,294,245.

    13F-HR 0001853239-24-000007 filed by Willis Johnson & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).