Position in E
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$17,619
-$2,477 QoQ
Shares Held
376
+5.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#250
of 344 holders
Holding Since
Dec 2023
11 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, 2026Bruce G. Allen Investments, LLC holds $2,294,405 across 12 Oil & Gas Integrated names. E ranks #10 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
5,245 | $717,096 | |
| 2 | SHEL |
Shell plc
|
7,978 | $618,614 | |
| 3 | CVX |
Chevron Corp
|
2,507 | $415,560 | |
| 4 | TTE |
TotalEnergies SE
|
3,548 | $275,892 | |
| 5 | BP |
Bp PLC
|
2,877 | $106,305 | |
| 6 | EQNR |
Equinor ASA
|
1,886 | $59,220 | |
| 7 | NFG |
National Fuel Gas Co
|
370 | $28,567 | |
| 8 | SU |
Suncor Energy Inc
|
415 | $22,277 |
All Filings in E
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,619 | 376 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $20,096 | 355 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $13,468 | 355 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $12,407 | 355 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $11,509 | 355 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $9,928 | 321 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $6,867 | 251 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $12,427 | 410 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $13,178 | 428 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $13,576 | 428 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $10,203 | 300 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||