Position in CVE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$5,954
-$413 QoQ
Shares Held
240
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#444
of 486 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CVE Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Cornerstone Planning Group LLC holds $354,939 across 11 Oil & Gas Integrated names. CVE ranks #7 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
987 | $163,605 | |
| 2 | SHEL |
Shell plc
|
1,222 | $94,753 | |
| 3 | BP |
Bp PLC
|
1,354 | $50,030 | |
| 4 | TTE |
TotalEnergies SE
|
193 | $15,007 | |
| 5 | SU |
Suncor Energy Inc
|
243 | $13,044 | |
| 6 | E |
Eni Spa
|
168 | $7,872 | |
| 7 | CVE |
Cenovus Energy Inc.
This page
|
240 | $5,954 | |
| 8 | DEC |
Diversified Energy Co
|
157 | $2,176 |
All Filings in CVE
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,954 | 240 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $6,367 | 240 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,451 | 204 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,327 | 137 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,863 | 137 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $486 | 35 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $575 | 38 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $301 | 18 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,061 | 54 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $316 | 19 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $395 | 19 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||