Position in PBR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$937
-$1,449 QoQ
Shares Held
58
-49.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#587
of 603 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PBR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Integrated
Energy · as of Jun 30, 2026Caldwell Trust Co holds $22,716,355 across 8 Oil & Gas Integrated names. PBR ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XOM |
ExxonMobil Holdings Corp
|
76,627 | $10,476,443 | |
| 2 | CVX |
Chevron Corp
|
54,641 | $9,057,292 | |
| 3 | SHEL |
Shell plc
|
35,204 | $2,729,718 | |
| 4 | BP |
Bp PLC
|
8,271 | $305,613 | |
| 5 | TTE |
TotalEnergies SE
|
1,411 | $109,719 | |
| 6 | NFG |
National Fuel Gas Co
|
252 | $19,456 | |
| 7 | SU |
Suncor Energy Inc
|
320 | $17,177 | |
| 8 | PBR |
Petrobras - Petroleo Brasileiro SA
This page
|
58 | $937 |
All Filings in PBR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $937 | 58 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,386 | 115 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,362 | 115 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||