Integrated Wealth Concepts LLC

Position in PBR — Petrobras - Petroleo Brasileiro SA

CIK 1737109 WALTHAM, MA

Position in PBR

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,234,196

+$951,037 QoQ

Shares Held

138,305

+123.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#195

of 603 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $69,205,144 across 15 Oil & Gas Integrated names. PBR ranks #4 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CVX	Chevron Corp	171,057	$28,354,408
2	XOM	ExxonMobil Holdings Corp	172,903	$23,639,298
3	SHEL	Shell plc	54,254	$4,206,855
4	PBR	Petrobras - Petroleo Brasileiro SA This page	138,305	$2,234,196
5	TTE	TotalEnergies SE	28,331	$2,203,018
6	BP	Bp PLC	42,814	$1,581,977
7	SU	Suncor Energy Inc	27,736	$1,488,868
8	CVE	Cenovus Energy Inc.	54,800	$1,359,588

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 PBR-A	$7,817	534	—	Shares	Sole	2026-08-12
2026-06-30	$2,226,379	137,771	+122.8%	Shares	Sole	2026-08-12
2026-03-31	$1,283,159	61,839	+8.1%	Shares	Other	2026-05-15
2025-12-31	$677,808	57,199	-7.3%	Shares	Other	2026-02-13
2025-09-30	$781,261	61,711	+9.3%	Shares	Other	2025-11-14
2025-06-30	$706,639	56,486	-6.2%	Shares	Other	2025-08-14
2025-03-31	$863,196	60,195	-63.3%	Shares	Other	2025-05-15
2024-12-31	$2,107,008	163,842	-2.8%	Shares	Other	2025-02-14
2024-09-30	$2,428,949	168,560	-1.7%	Shares	Other	2024-11-14
2024-06-30	$2,484,209	171,443	-3.1%	Shares	Other	2024-08-14
2024-03-31	$2,691,926	176,984	-2.3%	Shares	Other	2024-05-15
2023-12-31	$2,893,093	181,158	-17.7%	Shares	Sole	2024-02-13
2023-09-30	$3,299,358	220,104	+11.5%	Shares	Sole	2023-11-15
2023-06-30	$2,730,290	197,418	-0.4%	Shares	Sole	2023-08-15
2023-03-31	$2,067,027	198,181	—	Shares	Sole	2023-05-03
No filing history on record for this holder in this stock.