Position in E
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$300,278
-$59,704 QoQ
Shares Held
6,408
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#179
of 344 holders
Holding Since
Jun 2025
5 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, 2026PDS Planning, Inc holds $8,782,921 across 10 Oil & Gas Integrated names. E ranks #8 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
25,071 | $3,427,707 | |
| 2 | CVX |
Chevron Corp
|
12,434 | $2,061,059 | |
| 3 | SHEL |
Shell plc
|
12,101 | $938,311 | |
| 4 | TTE |
TotalEnergies SE
|
8,519 | $662,437 | |
| 5 | SU |
Suncor Energy Inc
|
6,627 | $355,737 | |
| 6 | IMO |
Imperial Oil Ltd
|
2,804 | $314,104 | |
| 7 | BP |
Bp PLC
|
8,278 | $305,872 | |
| 8 | E |
Eni Spa
This page
|
6,408 | $300,278 |
All Filings in E
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $300,278 | 6,408 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $359,982 | 6,359 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $241,260 | 6,359 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $221,827 | 6,347 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $209,887 | 6,474 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||