Position in CVE
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$13,941,196
+$6,211,363 QoQ
Shares Held
525,488
+15.0% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
18 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in CVE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Mar 31, 2026Creative Planning holds $716,529,325 across 14 Oil & Gas Integrated names. CVE ranks #7 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
2,234,969 | $379,184,840 | |
| 2 | CVX |
Chevron Corp
|
900,524 | $186,318,415 | |
| 3 | SHEL |
Shell plc
|
455,612 | $42,371,916 | |
| 4 | TTE |
TotalEnergies SE
|
236,867 | $21,550,159 | |
| 5 | SU |
Suncor Energy Inc
|
274,510 | $18,147,855 | |
| 6 | BP |
Bp PLC
|
333,060 | $15,653,820 | |
| 7 | CVE |
Cenovus Energy Inc.
This page
|
525,488 | $13,941,196 | |
| 8 | E |
Eni Spa
|
200,302 | $11,339,096 |
All Filings in CVE
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,941,196 | 525,488 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $7,729,833 | 456,846 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,069,028 | 416,070 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,889,756 | 359,541 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $2,067,303 | 148,620 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $5,430,153 | 358,426 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $5,383,846 | 321,808 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $5,755,620 | 292,758 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $5,412,631 | 270,767 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,061,600 | 243,940 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $5,030,027 | 241,596 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $3,934,435 | 231,710 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $3,911,842 | 224,046 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,099,916 | 211,227 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,977,276 | 193,707 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,127,145 | 164,500 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,435 | 146 | Shares | Sole | 2022-05-16 | |
| 2021-03-31 | $76,606 | 10,187 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||