Position in E
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$584,156
-$90,351 QoQ
Shares Held
12,466
+4.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#133
of 344 holders
Holding Since
Dec 2023
10 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, 2026Compound Planning, Inc. holds $27,661,048 across 12 Oil & Gas Integrated names. E ranks #9 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
81,382 | $11,126,546 | |
| 2 | CVX |
Chevron Corp
|
45,520 | $7,545,394 | |
| 3 | SHEL |
Shell plc
|
35,990 | $2,790,664 | |
| 4 | BP |
Bp PLC
|
31,569 | $1,166,473 | |
| 5 | SU |
Suncor Energy Inc
|
17,962 | $964,200 | |
| 6 | PBR |
Petrobras - Petroleo Brasileiro SA
|
58,132 | $939,412 | |
| 7 | TTE |
TotalEnergies SE
|
11,708 | $910,413 | |
| 8 | YPF |
Ypf Sociedad Anonima
|
14,507 | $659,633 |
All Filings in E
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $584,156 | 12,466 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $674,507 | 11,915 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $404,705 | 10,667 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $347,507 | 9,943 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $317,975 | 9,808 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $299,680 | 9,689 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $294,249 | 9,708 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $250,969 | 8,151 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $228,225 | 7,195 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $216,813 | 6,375 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||