LYELL WEALTH MANAGEMENT, LP
Position in AESI — Atlas Energy Solutions Inc.
CIK 1686444
MENLO PARK, CA
Position in AESI
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$245,263
+$51,534 QoQ
Shares Held
14,766
0.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#183
of 282 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AESI Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Equipment & Services
Energy · as of Jun 30, 2026LYELL WEALTH MANAGEMENT, LP holds $2,679,432 across 2 Oil & Gas Equipment & Services names. AESI ranks #2 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SLB |
Slb Limited/Nv
|
52,359 | $2,434,169 | |
| 2 | AESI |
Atlas Energy Solutions Inc.
This page
|
14,766 | $245,263 |
All Filings in AESI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $245,263 | 14,766 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $193,729 | 14,766 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $139,095 | 14,766 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $167,889 | 14,766 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $197,421 | 14,766 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $263,425 | 14,766 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $327,509 | 14,766 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $321,898 | 14,766 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $294,286 | 14,766 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $334,006 | 14,766 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $254,270 | 14,766 | Shares | Sole | 2024-02-02 | |
| No filing history on record for this holder in this stock. | ||||||