Position in PBR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$410,995
+$220,412 QoQ
Shares Held
19,807
+23.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
12 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in PBR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Mar 31, 2026NewEdge Wealth, LLC holds $123,273,687 across 9 Oil & Gas Integrated names. PBR ranks #8 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SU |
Suncor Energy Inc
|
1,082,177 | $71,542,721 | |
| 2 | CVX |
Chevron Corp
|
67,966 | $14,062,165 | |
| 3 | XOM |
ExxonMobil Holdings Corp
|
80,099 | $13,589,596 | |
| 4 | IMO |
Imperial Oil Ltd
|
87,203 | $11,407,896 | |
| 5 | SHEL |
Shell plc
|
49,964 | $4,646,652 | |
| 6 | TTE |
TotalEnergies SE
|
47,592 | $4,329,920 | |
| 7 | BP |
Bp PLC
|
64,821 | $3,046,587 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
This page
|
19,807 | $410,995 |
All Filings in PBR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $410,995 | 19,807 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $190,583 | 16,083 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $236,222 | 18,659 | Shares | Sole | 2025-11-07 | |
| 2025-03-31 | $321,416 | 22,414 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $244,892 | 19,043 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $433,078 | 30,054 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $150,188 | 10,365 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,754,367 | 115,343 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,248,598 | 78,184 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $723,237 | 48,248 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $329,361 | 23,815 | Shares | Sole | 2023-08-09 | |
| 2022-06-30 | $255,208 | 21,850 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||