Position in CVE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$387,060
+$127,040 QoQ
Shares Held
15,601
+59.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#320
of 485 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CVE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026IFP Advisors, Inc holds $38,294,426 across 14 Oil & Gas Integrated names. CVE ranks #7 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
171,296 | $23,419,589 | |
| 2 | CVX |
Chevron Corp
|
65,858 | $10,916,622 | |
| 3 | SHEL |
Shell plc
|
13,826 | $1,072,068 | |
| 4 | NFG |
National Fuel Gas Co
|
11,784 | $909,842 | |
| 5 | IMO |
Imperial Oil Ltd
|
5,326 | $596,618 | |
| 6 | BP |
Bp PLC
|
10,734 | $396,621 | |
| 7 | CVE |
Cenovus Energy Inc.
This page
|
15,601 | $387,060 | |
| 8 | SU |
Suncor Energy Inc
|
6,553 | $351,765 |
All Filings in CVE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $387,060 | 15,601 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $260,020 | 9,801 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $81,875 | 4,839 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $71,069 | 4,183 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $55,664 | 4,093 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $49,742 | 3,576 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $57,085 | 3,768 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $62,653 | 3,745 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $78,856 | 4,011 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $73,383 | 3,671 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $60,006 | 3,604 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $82,176 | 3,947 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $91,505 | 5,389 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $33,174 | 1,900 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $43 | 2,530 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $44,419 | 2,890 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $50,585 | 2,661 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $28,122 | 1,686 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $10,573 | 861 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $2,193 | 218 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $2,088 | 218 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $1,639 | 218 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,316 | 218 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $4,738 | 1,218 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $5,688 | 1,218 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $36 | 18 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||