Position in E
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$203,231
-$29,605 QoQ
Shares Held
4,337
+5.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#217
of 344 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in E Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026TD PRIVATE CLIENT WEALTH LLC holds $27,458,598 across 12 Oil & Gas Integrated names. E ranks #9 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
81,313 | $13,478,442 | |
| 2 | TTE |
TotalEnergies SE
|
68,569 | $5,331,925 | |
| 3 | XOM |
ExxonMobil Holdings Corp
|
35,172 | $4,808,715 | |
| 4 | BP |
Bp PLC
|
52,384 | $1,935,588 | |
| 5 | SHEL |
Shell plc
|
10,078 | $781,448 | |
| 6 | CVE |
Cenovus Energy Inc.
|
17,644 | $437,747 | |
| 7 | EQNR |
Equinor ASA
|
7,435 | $233,459 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
13,499 | $218,143 |
All Filings in E
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,231 | 4,337 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $232,836 | 4,113 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $35,929 | 947 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $28,833 | 825 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $26,746 | 825 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $31,517 | 1,019 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $27,496 | 1,005 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $27,733 | 915 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $26,848 | 872 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $27,152 | 856 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $35,948 | 1,057 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $36,293 | 1,137 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $21,390 | 743 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $20,692 | 739 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $56,202 | 1,961 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $37,460 | 1,772 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $63,739 | 2,677 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $463,817 | 15,857 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $255,817 | 9,252 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $47,722 | 1,784 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $43,511 | 1,784 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $40,993 | 1,659 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $34,772 | 1,688 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $19,425 | 1,250 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $22,719 | 1,179 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $23,129 | 1,167 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||