Position in EC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$828,924
+$16,841 QoQ
Shares Held
58,211
+7.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#55
of 164 holders
Holding Since
Sep 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EC Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Creative Planning holds $616,489,640 across 14 Oil & Gas Integrated names. EC ranks #13 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
2,283,468 | $312,195,744 | |
| 2 | CVX |
Chevron Corp
|
954,599 | $158,234,329 | |
| 3 | SHEL |
Shell plc
|
522,270 | $40,496,814 | |
| 4 | TTE |
TotalEnergies SE
|
242,195 | $18,833,082 | |
| 5 | SU |
Suncor Energy Inc
|
343,611 | $18,445,038 | |
| 6 | CVE |
Cenovus Energy Inc.
|
625,014 | $15,506,596 | |
| 7 | BP |
Bp PLC
|
359,691 | $13,290,582 | |
| 8 | E |
Eni Spa
|
235,745 | $11,047,010 |
All Filings in EC
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $828,924 | 58,211 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $812,083 | 54,175 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $538,114 | 53,704 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $431,488 | 46,850 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $371,478 | 41,975 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $618,841 | 59,276 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $468,452 | 59,148 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $401,510 | 44,962 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $524,408 | 46,864 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $540,436 | 45,645 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $430,431 | 36,110 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $229,295 | 19,801 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $198,019 | 19,319 | Shares | Sole | 2023-07-21 | |
| 2022-09-30 | $118,929 | 13,318 | Shares | Sole | 2022-11-03 | |
| No filing history on record for this holder in this stock. | ||||||