Position in E
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,693,096
-$233,681 QoQ
Shares Held
36,131
+6.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#69
of 344 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority
Sole 4%
Shared 28%
None 68%
Common Shares in E Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Cerity Partners LLC holds $603,510,325 across 13 Oil & Gas Integrated names. E ranks #10 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
2,066,962 | $282,595,043 | |
| 2 | CVX |
Chevron Corp
|
1,372,649 | $227,530,297 | |
| 3 | SHEL |
Shell plc
|
461,152 | $35,757,723 | |
| 4 | BP |
Bp PLC
|
526,262 | $19,445,379 | |
| 5 | TTE |
TotalEnergies SE
|
152,945 | $11,893,001 | |
| 6 | IMO |
Imperial Oil Ltd
|
99,082 | $11,099,164 | |
| 7 | NFG |
National Fuel Gas Co
|
59,416 | $4,587,507 | |
| 8 | SU |
Suncor Energy Inc
|
71,528 | $3,839,621 |
All Filings in E
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,693,096 | 36,131 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,926,777 | 34,036 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,217,911 | 32,101 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $1,041,230 | 29,792 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $920,825 | 28,403 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $880,669 | 28,473 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $874,890 | 31,977 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,121,257 | 36,993 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $855,469 | 27,784 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,078,511 | 34,001 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $853,038 | 25,082 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $696,558 | 21,822 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $667,265 | 23,177 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $585,760 | 20,920 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $596,815 | 20,824 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $408,403 | 19,319 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $588,249 | 24,706 | Shares | Sole | 2022-08-10 | |
| 2021-12-31 | $283,108 | 10,239 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||