Position in E
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$20,618
-$4,516 QoQ
Shares Held
440
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#248
of 344 holders
Holding Since
Dec 2022
15 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, 2026True Wealth Design, LLC holds $500,398 across 13 Oil & Gas Integrated names. E ranks #7 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
1,150 | $190,624 | |
| 2 | XOM |
ExxonMobil Holdings Corp
|
641 | $87,637 | |
| 3 | NFG |
National Fuel Gas Co
|
602 | $46,480 | |
| 4 | SHEL |
Shell plc
|
552 | $42,802 | |
| 5 | SU |
Suncor Energy Inc
|
664 | $35,643 | |
| 6 | BP |
Bp PLC
|
560 | $20,692 | |
| 7 | E |
Eni Spa
This page
|
440 | $20,618 | |
| 8 | TTE |
TotalEnergies SE
|
245 | $19,051 |
All Filings in E
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,618 | 440 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $25,134 | 444 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $14,606 | 385 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $13,350 | 382 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $3,015 | 93 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $2,907 | 94 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,489 | 91 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,242 | 74 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,986 | 97 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,601 | 82 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,496 | 44 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,404 | 44 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,266 | 44 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,232 | 44 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,232 | 43 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||