Position in DEC
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$13,623
-$2,768 QoQ
Shares Held
983
+4.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#148
of 182 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DEC Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $9,358,012 across 14 Oil & Gas Integrated names. DEC ranks #14 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
39,462 | $6,541,215 | |
| 2 | SHEL |
Shell plc
|
8,419 | $652,803 | |
| 3 | TTE |
TotalEnergies SE
|
6,767 | $526,197 | |
| 4 | BP |
Bp PLC
|
10,910 | $403,120 | |
| 5 | IMO |
Imperial Oil Ltd
|
2,516 | $281,839 | |
| 6 | E |
Eni Spa
|
5,098 | $238,888 | |
| 7 | NFG |
National Fuel Gas Co
|
2,612 | $201,667 | |
| 8 | SU |
Suncor Energy Inc
|
2,943 | $157,975 |
All Filings in DEC
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,623 | 983 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $16,391 | 940 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $9,729 | 672 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||