Position in E
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$855,616
-$358,951 QoQ
Shares Held
18,259
-14.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#112
of 344 holders
Holding Since
Mar 2022
4 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, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $74,558,082 across 9 Oil & Gas Integrated names. E ranks #6 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
392,100 | $53,607,912 | |
| 2 | CVX |
Chevron Corp
|
66,204 | $10,973,975 | |
| 3 | SHEL |
Shell plc
|
45,721 | $3,545,206 | |
| 4 | TTE |
TotalEnergies SE
|
27,332 | $2,125,336 | |
| 5 | BP |
Bp PLC
|
41,733 | $1,542,034 | |
| 6 | E |
Eni Spa
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|
18,259 | $855,616 | |
| 7 | EQNR |
Equinor ASA
|
24,938 | $783,053 | |
| 8 | CVE |
Cenovus Energy Inc.
|
29,834 | $740,181 |
All Filings in E
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $855,616 | 18,259 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,214,567 | 21,455 | Shares | Sole | 2026-04-27 | |
| 2025-09-30 | $214,488 | 6,137 | Shares | Sole | 2025-11-14 | |
| 2022-03-31 | $693,225 | 23,700 | Shares | Sole | 2022-05-03 | |
| No filing history on record for this holder in this stock. | ||||||