Position in DEC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$234,219
-$41,681 QoQ
Shares Held
16,899
+6.8% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#106
of 182 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DEC Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Creative Planning holds $616,489,640 across 14 Oil & Gas Integrated names. DEC ranks #14 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
2,283,468 | $312,195,744 | |
| 2 | CVX |
Chevron Corp
|
954,599 | $158,234,329 | |
| 3 | SHEL |
Shell plc
|
522,270 | $40,496,814 | |
| 4 | TTE |
TotalEnergies SE
|
242,195 | $18,833,082 | |
| 5 | SU |
Suncor Energy Inc
|
343,611 | $18,445,038 | |
| 6 | CVE |
Cenovus Energy Inc.
|
625,014 | $15,506,596 | |
| 7 | BP |
Bp PLC
|
359,691 | $13,290,582 | |
| 8 | E |
Eni Spa
|
235,745 | $11,047,010 |
All Filings in DEC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $234,219 | 16,899 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $275,900 | 15,820 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $221,674 | 15,309 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||