Position in AR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,090,196
-$444,108 QoQ
Shares Held
59,482
-0.4% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#230
of 618 holders
Holding Since
Sep 2023
12 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, 2026Independent Advisor Alliance holds $27,960,991 across 16 Oil & Gas E&P names. AR ranks #6 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
60,136 | $6,251,738 | |
| 2 | TPL |
Texas Pacific Land Corp
|
11,059 | $4,839,860 | |
| 3 | EOG |
Eog Resources Inc
|
22,953 | $2,977,692 | |
| 4 | DVN |
Devon Energy Corp/De
|
54,434 | $2,249,212 | |
| 5 | DMLP |
Dorchester Minerals, L.P.
|
83,550 | $2,109,637 | |
| 6 | AR |
ANTERO RESOURCES Corp
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|
59,482 | $2,090,196 | |
| 7 | OXY |
Occidental Petroleum Corp /De/
|
27,365 | $1,329,117 | |
| 8 | EXE |
EXPAND ENERGY Corp
|
13,046 | $1,189,663 |
All Filings in AR
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,090,196 | 59,482 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,534,304 | 59,715 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,942,785 | 56,378 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,856,605 | 55,322 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,910,359 | 47,427 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,819,193 | 44,985 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,509,603 | 43,070 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,143,335 | 39,907 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $921,960 | 28,255 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $741,675 | 25,575 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $529,827 | 23,361 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $246,465 | 9,711 | Shares | Sole | 2023-10-24 | |
| No filing history on record for this holder in this stock. | ||||||