Position in E
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$30,880
+$13,218 QoQ
Shares Held
659
+111.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#240
of 344 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in E Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026IFP Advisors, Inc holds $38,294,426 across 14 Oil & Gas Integrated names. E ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
171,296 | $23,419,589 | |
| 2 | CVX |
Chevron Corp
|
65,858 | $10,916,622 | |
| 3 | SHEL |
Shell plc
|
13,826 | $1,072,068 | |
| 4 | NFG |
National Fuel Gas Co
|
11,784 | $909,842 | |
| 5 | IMO |
Imperial Oil Ltd
|
5,326 | $596,618 | |
| 6 | BP |
Bp PLC
|
10,734 | $396,621 | |
| 7 | CVE |
Cenovus Energy Inc.
|
15,601 | $387,060 | |
| 8 | SU |
Suncor Energy Inc
|
6,553 | $351,765 |
All Filings in E
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,880 | 659 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $17,662 | 312 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $12,520 | 330 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $11,533 | 330 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $18,836 | 581 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $13,083 | 423 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $11,272 | 412 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $13,942 | 460 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $14,163 | 460 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $12,910 | 407 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $13,093 | 385 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $14,204 | 445 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $11,084 | 385 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $10,780 | 385 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $61 | 1,261 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $26,129 | 1,236 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $21,476 | 902 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $1,813 | 62 | Shares | Sole | 2022-08-08 | |
| 2021-12-31 | $1,714 | 62 | Shares | Sole | 2022-01-12 | |
| 2021-06-30 | $0 | 0 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $0 | 0 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $0 | 0 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $0 | 0 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $0 | 0 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $0 | 0 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||