Position in PBR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$81,721
-$55,944 QoQ
Shares Held
5,057
-23.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#481
of 603 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in PBR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Spire Wealth Management holds $11,006,709 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
|
47,899 | $6,548,750 | |
| 2 | CVX |
Chevron Corp
|
17,466 | $2,895,164 | |
| 3 | SHEL |
Shell plc
|
8,492 | $658,469 | |
| 4 | SU |
Suncor Energy Inc
|
8,797 | $472,222 | |
| 5 | BP |
Bp PLC
|
5,529 | $204,296 | |
| 6 | IMO |
Imperial Oil Ltd
|
735 | $82,334 | |
| 7 | PBR |
Petrobras - Petroleo Brasileiro SA
This page
|
5,057 | $81,721 | |
| 8 | CVE |
Cenovus Energy Inc.
|
2,523 | $62,595 |
All Filings in PBR
Export CSV
39 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $81,721 | 5,057 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 PBR-A | $1,462 | 78 | Shares | Sole | 2026-04-22 | |
| 2026-03-31 | $136,203 | 6,564 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 PBR-A | $879 | 78 | Shares | Sole | 2026-01-14 | |
| 2025-12-31 | $83,364 | 7,035 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 PBR-A | $921 | 78 | Shares | Sole | 2025-10-23 | |
| 2025-09-30 | $76,947 | 6,078 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 PBR-A | $900 | 78 | Shares | Sole | 2025-08-04 | |
| 2025-06-30 | $75,835 | 6,062 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 PBR-A | $1,017 | 78 | Shares | Sole | 2025-04-23 | |
| 2025-03-31 | $85,437 | 5,958 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 PBR-A | $923 | 78 | Shares | Sole | 2025-01-24 | |
| 2024-12-31 | $81,455 | 6,334 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 PBR-A | $1,028 | 78 | Shares | Sole | 2024-10-15 | |
| 2024-09-30 | $100,812 | 6,996 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 PBR-A | $1,063 | 78 | Shares | Sole | 2024-07-31 | |
| 2024-06-30 | $122,918 | 8,483 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 PBR-A | $1,162 | 78 | Shares | Sole | 2024-04-24 | |
| 2024-03-31 | $165,332 | 10,870 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 PBR-A | $1,191 | 78 | Shares | Sole | 2024-02-06 | |
| 2023-12-31 | $84,113 | 5,267 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 PBR-A | $1,069 | 78 | Shares | Sole | 2023-11-08 | |
| 2023-09-30 | $123,757 | 8,256 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 PBR-A | $964 | 78 | Shares | Sole | 2023-08-09 | |
| 2023-06-30 | $69,758 | 5,044 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 PBR-A | $5,363 | 578 | Shares | Sole | 2023-05-09 | |
| 2023-03-31 | $36,786 | 3,527 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 PBR-A | $5,369 | 578 | Shares | Sole | 2023-02-03 | |
| 2022-12-31 | $37,445 | 3,516 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 PBR-A | $6,404 | 578 | Shares | Sole | 2022-11-07 | |
| 2022-09-30 | $55,628 | 4,508 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 PBR-A | $6,144 | 578 | Shares | Sole | 2022-07-22 | |
| 2022-06-30 | $184,695 | 15,813 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 PBR-A | $8,080 | 578 | Shares | Sole | 2022-04-18 | |
| 2022-03-31 | $237,436 | 16,043 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $99,006 | 9,017 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $79,917 | 7,729 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $94,452 | 7,723 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $65,457 | 7,719 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||