Position in E
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$77,365
-$103,560 QoQ
Shares Held
1,651
-48.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#229
of 344 holders
Holding Since
Jun 2022
17 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, 2026Allworth Financial LP holds $118,921,784 across 15 Oil & Gas Integrated names. E ranks #12 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
367,543 | $60,923,926 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
382,063 | $52,235,652 | |
| 3 | SHEL |
Shell plc
|
25,356 | $1,966,104 | |
| 4 | BP |
Bp PLC
|
43,741 | $1,616,229 | |
| 5 | TTE |
TotalEnergies SE
|
6,134 | $476,979 | |
| 6 | NFG |
National Fuel Gas Co
|
5,593 | $431,835 | |
| 7 | PBR |
Petrobras - Petroleo Brasileiro SA
|
26,404 | $405,968 | |
| 8 | IMO |
Imperial Oil Ltd
|
2,142 | $239,946 |
All Filings in E
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $77,365 | 1,651 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $180,925 | 3,196 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $83,354 | 2,197 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $103,801 | 2,970 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $93,499 | 2,884 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $82,428 | 2,665 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $68,071 | 2,488 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $57,801 | 1,907 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $58,501 | 1,900 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $52,686 | 1,661 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $57,374 | 1,687 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $57,519 | 1,802 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $32,100 | 1,115 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $35,364 | 1,263 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $23,386 | 816 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $16,425 | 777 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $8,071 | 339 | Shares | Sole | 2022-07-13 | |
| No filing history on record for this holder in this stock. | ||||||