Position in E
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$585,047
+$582,104 QoQ
Shares Held
12,485
+23909.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#132
of 344 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in E Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026NewEdge Advisors, LLC holds $455,964,268 across 13 Oil & Gas Integrated names. E ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
1,621,680 | $221,716,089 | |
| 2 | CVX |
Chevron Corp
|
1,249,960 | $207,193,369 | |
| 3 | SHEL |
Shell plc
|
116,520 | $9,034,960 | |
| 4 | SU |
Suncor Energy Inc
|
96,891 | $5,201,108 | |
| 5 | BP |
Bp PLC
|
123,000 | $4,544,850 | |
| 6 | TTE |
TotalEnergies SE
|
47,262 | $3,675,093 | |
| 7 | NFG |
National Fuel Gas Co
|
18,146 | $1,401,052 | |
| 8 | IMO |
Imperial Oil Ltd
|
10,758 | $1,205,111 |
All Filings in E
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $585,047 | 12,485 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,943 | 52 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $1,972 | 52 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $5,941 | 170 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,653 | 51 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,515 | 49 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $9,794 | 358 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $229,961 | 7,587 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $389,647 | 12,655 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $150,955 | 4,759 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $53,633 | 1,577 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $10,342 | 324 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $9,327 | 324 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $9,072 | 324 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1 | 43 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||