EP Wealth Advisors, LLC
Position in PBR — Petrobras - Petroleo Brasileiro SA
CIK 1540569
TORRANCE, CA
Position in PBR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$171,005
-$33,735 QoQ
Shares Held
10,582
+7.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#457
of 603 holders
Holding Since
Jun 2022
4 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in PBR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026EP Wealth Advisors, LLC holds $34,388,162 across 8 Oil & Gas Integrated names. PBR ranks #8 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CVX |
Chevron Corp
|
172,344 | $28,567,741 | |
| 2 | SHEL |
Shell plc
|
32,522 | $2,521,755 | |
| 3 | BP |
Bp PLC
|
25,892 | $956,709 | |
| 4 | TTE |
TotalEnergies SE
|
10,070 | $783,043 | |
| 5 | NFG |
National Fuel Gas Co
|
8,808 | $680,065 | |
| 6 | E |
Eni Spa
|
8,175 | $383,080 | |
| 7 | SU |
Suncor Energy Inc
|
6,050 | $324,764 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
This page
|
10,582 | $171,005 |
All Filings in PBR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $171,005 | 10,582 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $204,740 | 9,867 | Shares | Sole | 2026-05-14 | |
| 2025-06-30 | $225,079 | 17,992 | Shares | Sole | 2025-08-14 | |
| 2022-06-30 | $249,975 | 21,402 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||