Position in AM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$10,414,199
+$9,889,435 QoQ
Shares Held
457,767
+1888.9% QoQ
Ownership
0.096%
of shares outstanding
% of Portfolio
14.13%
of 13F equity value
Holder Rank
#4
of 114 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Midstream
Energy · as of Jun 30, 2026Grey Fox Wealth Advisors, LLC holds $11,203,843 across 3 Oil & Gas Midstream names. AM ranks #1 (93.0% of the industry book) .
All Filings in AM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,414,199 | 457,767 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $524,764 | 23,016 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $409,454 | 23,016 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $447,431 | 23,016 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $436,153 | 23,016 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $414,288 | 23,016 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $347,311 | 23,016 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $346,390 | 23,016 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $339,255 | 23,016 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $323,604 | 23,016 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $288,390 | 23,016 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $275,731 | 23,016 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $272,739 | 23,512 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $880,142 | 83,903 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $248,342 | 23,016 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||