Position in E
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$248,638
+$32,389 QoQ
Shares Held
5,306
+38.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#199
of 344 holders
Holding Since
Mar 2026
2 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, 2026Concurrent Investment Advisors, LLC holds $39,012,801 across 8 Oil & Gas Integrated names. E ranks #7 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
184,166 | $30,527,355 | |
| 2 | SHEL |
Shell plc
|
57,585 | $4,465,140 | |
| 3 | TTE |
TotalEnergies SE
|
17,633 | $1,371,141 | |
| 4 | BP |
Bp PLC
|
34,423 | $1,271,929 | |
| 5 | NFG |
National Fuel Gas Co
|
8,133 | $627,948 | |
| 6 | PBR |
Petrobras - Petroleo Brasileiro SA
|
17,355 | $280,456 | |
| 7 | E |
Eni Spa
This page
|
5,306 | $248,638 | |
| 8 | SU |
Suncor Energy Inc
|
4,102 | $220,194 |
All Filings in E
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $248,638 | 5,306 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $216,249 | 3,820 | Shares | Sole | 2026-04-21 | |
| No filing history on record for this holder in this stock. | ||||||