Position in E
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,103,131
-$313,760 QoQ
Shares Held
23,541
-5.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#99
of 344 holders
Holding Since
Sep 2025
4 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, 2026Dynasty Wealth Management, LLC holds $9,313,581 across 7 Oil & Gas Integrated names. E ranks #4 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVE |
Cenovus Energy Inc.
|
116,558 | $2,891,803 | |
| 2 | SHEL |
Shell plc
|
26,458 | $2,051,553 | |
| 3 | TTE |
TotalEnergies SE
|
19,618 | $1,525,495 | |
| 4 | E |
Eni Spa
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|
23,541 | $1,103,131 | |
| 5 | BP |
Bp PLC
|
25,897 | $956,894 | |
| 6 | EQNR |
Equinor ASA
|
14,823 | $465,442 | |
| 7 | NFG |
National Fuel Gas Co
|
4,135 | $319,263 |
All Filings in E
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,103,131 | 23,541 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,416,891 | 25,029 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,000,174 | 26,362 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $878,712 | 25,142 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||