Position in E
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,606,735
-$351,291 QoQ
Shares Held
34,288
-0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#74
of 344 holders
Holding Since
Dec 2022
15 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, 2026Sequoia Financial Advisors, LLC holds $144,590,241 across 13 Oil & Gas Integrated names. E ranks #7 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
731,436 | $100,001,929 | |
| 2 | CVX |
Chevron Corp
|
173,771 | $28,804,280 | |
| 3 | SHEL |
Shell plc
|
42,146 | $3,268,000 | |
| 4 | SU |
Suncor Energy Inc
|
49,966 | $2,682,174 | |
| 5 | TTE |
TotalEnergies SE
|
29,900 | $2,325,024 | |
| 6 | BP |
Bp PLC
|
51,289 | $1,895,128 | |
| 7 | E |
Eni Spa
This page
|
34,288 | $1,606,735 | |
| 8 | EQNR |
Equinor ASA
|
36,842 | $1,156,838 |
All Filings in E
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,606,735 | 34,288 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,958,026 | 34,588 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,265,336 | 33,351 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,077,543 | 30,831 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $958,270 | 29,558 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $394,481 | 12,754 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $315,871 | 11,545 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $377,238 | 12,446 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $363,137 | 11,794 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $378,514 | 11,933 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $386,353 | 11,360 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $318,433 | 9,976 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $286,546 | 9,953 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $284,340 | 10,155 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $294,395 | 10,272 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||