Position in E
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$324,364
+$62,487 QoQ
Shares Held
6,922
+49.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#175
of 344 holders
Holding Since
Mar 2026
2 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, 2026Independent Advisor Alliance holds $54,194,480 across 9 Oil & Gas Integrated names. E ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
251,295 | $34,357,052 | |
| 2 | CVX |
Chevron Corp
|
80,992 | $13,425,233 | |
| 3 | SHEL |
Shell plc
|
32,536 | $2,522,840 | |
| 4 | BP |
Bp PLC
|
29,441 | $1,087,844 | |
| 5 | TTE |
TotalEnergies SE
|
12,545 | $975,498 | |
| 6 | EQNR |
Equinor ASA
|
27,007 | $848,019 | |
| 7 | PBR |
Petrobras - Petroleo Brasileiro SA
|
27,597 | $404,019 | |
| 8 | E |
Eni Spa
This page
|
6,922 | $324,364 |
All Filings in E
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $324,364 | 6,922 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $261,877 | 4,626 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||