Independent Advisor Alliance
Position in PBR — Petrobras - Petroleo Brasileiro SA
CIK 1696899
CHARLOTTE, NC
Position in PBR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$404,019
-$74,462 QoQ
Shares Held
27,597
+8.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#357
of 603 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PBR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Independent Advisor Alliance holds $54,194,480 across 9 Oil & Gas Integrated names. PBR ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
251,295 | $34,357,052 | |
| 2 | CVX |
Chevron Corp
|
80,992 | $13,425,233 | |
| 3 | SHEL |
Shell plc
|
32,536 | $2,522,840 | |
| 4 | BP |
Bp PLC
|
29,441 | $1,087,844 | |
| 5 | TTE |
TotalEnergies SE
|
12,545 | $975,498 | |
| 6 | EQNR |
Equinor ASA
|
27,007 | $848,019 | |
| 7 | PBR |
Petrobras - Petroleo Brasileiro SA
This page
|
27,597 | $404,019 | |
| 8 | E |
Eni Spa
|
6,922 | $324,364 |
All Filings in PBR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 PBR-A | $404,019 | 27,597 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 PBR-A | $478,481 | 25,519 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 PBR-A | $281,873 | 25,011 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 PBR-A | $282,474 | 23,898 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 PBR-A | $274,363 | 23,775 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 PBR-A | $271,232 | 20,800 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 PBR-A | $245,123 | 20,703 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 PBR-A | $273,033 | 20,700 | Shares | Sole | 2024-11-13 | |
| 2024-09-30 | $532,290 | 36,939 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 PBR-A | $323,268 | 23,700 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 PBR-A | $353,130 | 23,700 | Shares | Sole | 2024-05-08 | |
| 2024-03-31 | $1,988,798 | 130,756 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 PBR-A | $362,136 | 23,700 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 PBR-A | $324,927 | 23,700 | Shares | Sole | 2023-10-24 | |
| No filing history on record for this holder in this stock. | ||||||