Position in E
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$238,888
-$180,079 QoQ
Shares Held
5,098
-31.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#201
of 344 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $9,358,012 across 14 Oil & Gas Integrated names. E ranks #6 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
39,462 | $6,541,215 | |
| 2 | SHEL |
Shell plc
|
8,419 | $652,803 | |
| 3 | TTE |
TotalEnergies SE
|
6,767 | $526,197 | |
| 4 | BP |
Bp PLC
|
10,910 | $403,120 | |
| 5 | IMO |
Imperial Oil Ltd
|
2,516 | $281,839 | |
| 6 | E |
Eni Spa
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|
5,098 | $238,888 | |
| 7 | NFG |
National Fuel Gas Co
|
2,612 | $201,667 | |
| 8 | SU |
Suncor Energy Inc
|
2,943 | $157,975 |
All Filings in E
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $238,888 | 5,098 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $418,967 | 7,401 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $272,823 | 7,191 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $253,945 | 7,266 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $249,858 | 7,707 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $61,796 | 1,998 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $30,723 | 1,123 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $150,516 | 4,966 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $276,369 | 8,976 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $286,493 | 9,032 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $309,522 | 9,101 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $276,490 | 8,662 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $248,370 | 8,627 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $238,000 | 8,500 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $244,268 | 8,523 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $156,943 | 7,424 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,095 | 130 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $3,802 | 130 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $3,594 | 130 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||