Position in E
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,047,010
-$292,086 QoQ
Shares Held
235,745
+17.7% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#20
of 344 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in E 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. E ranks #8 (1.8% 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
This page
|
235,745 | $11,047,010 |
All Filings in E
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,047,010 | 235,745 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $11,339,096 | 200,302 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $5,888,060 | 155,194 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,920,865 | 112,185 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,656,105 | 81,928 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $2,474,059 | 79,989 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,821,299 | 66,568 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,725,517 | 56,929 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,442,355 | 46,845 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,259,854 | 39,718 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,592,926 | 46,837 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,148,832 | 35,991 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $726,659 | 25,240 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $703,892 | 25,139 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $531,929 | 18,560 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $240,065 | 11,356 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $311,958 | 13,102 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||