Position in AR
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,331,700
+$566,635 QoQ
Shares Held
37,897
+110.2% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#261
of 618 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Gradient Investments LLC holds $54,327,785 across 7 Oil & Gas E&P names. AR ranks #5 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
281,600 | $29,275,136 | |
| 2 | EOG |
Eog Resources Inc
|
130,949 | $16,988,013 | |
| 3 | EXE |
EXPAND ENERGY Corp
|
38,365 | $3,498,504 | |
| 4 | OXY |
Occidental Petroleum Corp /De/
|
28,300 | $1,374,531 | |
| 5 | AR |
ANTERO RESOURCES Corp
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|
37,897 | $1,331,700 | |
| 6 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
23,585 | $931,607 | |
| 7 | FANG |
Diamondback Energy, Inc.
|
5,281 | $928,294 |
All Filings in AR
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,331,700 | 37,897 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $765,065 | 18,027 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $392,464 | 11,389 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $394,598 | 11,758 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $540,114 | 13,409 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $568,182 | 14,050 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $581,129 | 16,580 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $514,324 | 17,952 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $574,646 | 17,611 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $517,998 | 17,862 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $350,746 | 15,465 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $76 | 3 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $69 | 3 | Shares | Sole | 2023-07-11 | |
| 2022-12-31 | $185 | 6 | Shares | Sole | 2023-01-10 | |
| No filing history on record for this holder in this stock. | ||||||