Position in E
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$422,677
-$39,826 QoQ
Shares Held
9,020
+10.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#154
of 344 holders
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in E Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $513,937,016 across 13 Oil & Gas Integrated names. E ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
2,134,401 | $291,815,304 | |
| 2 | CVX |
Chevron Corp
|
1,131,012 | $187,476,549 | |
| 3 | SHEL |
Shell plc
|
147,976 | $11,474,059 | |
| 4 | BP |
Bp PLC
|
211,854 | $7,828,005 | |
| 5 | TTE |
TotalEnergies SE
|
66,428 | $5,165,441 | |
| 6 | SU |
Suncor Energy Inc
|
91,242 | $4,897,870 | |
| 7 | NFG |
National Fuel Gas Co
|
35,134 | $2,712,696 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
|
50,737 | $819,909 |
All Filings in E
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $422,677 | 9,020 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $462,503 | 8,170 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $289,292 | 7,625 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $320,351 | 9,166 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $276,704 | 8,535 | Shares | Sole | 2025-07-10 | |
| 2024-09-30 | $211,685 | 6,984 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||