Position in E
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,403,964
-$281,671 QoQ
Shares Held
51,301
+8.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#55
of 344 holders
Holding Since
Mar 2021
20 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in E Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026RITHOLTZ WEALTH MANAGEMENT holds $57,323,621 across 12 Oil & Gas Integrated names. E ranks #10 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
105,158 | $14,377,201 | |
| 2 | CVX |
Chevron Corp
|
38,034 | $6,304,515 | |
| 3 | SHEL |
Shell plc
|
79,881 | $6,193,972 | |
| 4 | IMO |
Imperial Oil Ltd
|
54,350 | $6,088,287 | |
| 5 | EQNR |
Equinor ASA
|
182,719 | $5,737,376 | |
| 6 | SU |
Suncor Energy Inc
|
86,886 | $4,664,040 | |
| 7 | BP |
Bp PLC
|
112,289 | $4,149,078 | |
| 8 | TTE |
TotalEnergies SE
|
43,346 | $3,370,584 |
All Filings in E
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,403,964 | 51,301 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,685,635 | 47,441 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,289,087 | 33,977 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,010,020 | 28,899 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $687,822 | 21,216 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $398,161 | 12,873 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $394,695 | 14,426 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $479,716 | 15,827 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $507,265 | 16,475 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $584,631 | 18,431 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $656,358 | 19,299 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $624,961 | 19,579 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $609,052 | 21,155 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $487,284 | 17,403 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $208,444 | 7,273 | Shares | Sole | 2023-01-19 | |
| 2022-03-31 | $229,875 | 7,859 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $219,375 | 7,934 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $224,165 | 8,380 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $351,606 | 14,416 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $264,248 | 10,694 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||