Position in DEC
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$249
New position
Shares Held
18
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#180
of 182 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Clearstead Advisors, LLC holds $67,365,824 across 13 Oil & Gas Integrated names. DEC ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
236,056 | $32,273,576 | |
| 2 | CVX |
Chevron Corp
|
174,767 | $28,969,377 | |
| 3 | SHEL |
Shell plc
|
34,788 | $2,697,461 | |
| 4 | TTE |
TotalEnergies SE
|
13,491 | $1,049,060 | |
| 5 | BP |
Bp PLC
|
18,408 | $680,175 | |
| 6 | IMO |
Imperial Oil Ltd
|
4,427 | $495,912 | |
| 7 | NFG |
National Fuel Gas Co
|
5,601 | $432,453 | |
| 8 | SU |
Suncor Energy Inc
|
6,479 | $347,792 |
All Filings in DEC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249 | 18 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||