Position in E
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$8,197,735
-$643,614 QoQ
Shares Held
174,941
+12.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#24
of 344 holders
Holding Since
Sep 2021
18 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in E Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026LPL Financial LLC holds $1,975,135,844 across 17 Oil & Gas Integrated names. E ranks #9 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
7,082,157 | $968,272,505 | |
| 2 | CVX |
Chevron Corp
|
4,359,921 | $722,700,504 | |
| 3 | TTE |
TotalEnergies SE
|
1,249,548 | $97,164,852 | |
| 4 | SHEL |
Shell plc
|
931,658 | $72,240,761 | |
| 5 | BP |
Bp PLC
|
1,194,288 | $44,128,941 | |
| 6 | PBR |
Petrobras - Petroleo Brasileiro SA
|
816,963 | $12,995,479 | |
| 7 | IMO |
Imperial Oil Ltd
|
107,133 | $12,001,038 | |
| 8 | SU |
Suncor Energy Inc
|
222,394 | $11,938,109 |
All Filings in E
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,197,735 | 174,941 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $8,841,349 | 156,180 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,074,983 | 107,406 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,464,069 | 99,115 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,538,847 | 47,466 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,224,704 | 39,596 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $898,529 | 32,841 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $747,596 | 24,665 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $660,168 | 21,441 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $568,454 | 17,921 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $396,828 | 11,668 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $312,816 | 9,800 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $220,070 | 7,644 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $223,608 | 7,986 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $235,757 | 8,226 | Shares | Sole | 2023-02-07 | |
| 2022-03-31 | $1,987,449 | 67,947 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,595,626 | 57,708 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $202,952 | 7,587 | Shares | Sole | 2021-11-15 | |
| No filing history on record for this holder in this stock. | ||||||