Position in AR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$653,849
-$10,846 QoQ
Shares Held
18,607
+18.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#333
of 618 holders
Holding Since
Dec 2024
7 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, 2026Summit Financial, LLC holds $27,274,793 across 11 Oil & Gas E&P names. AR ranks #9 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXE |
EXPAND ENERGY Corp
|
69,393 | $6,327,947 | |
| 2 | EOG |
Eog Resources Inc
|
39,187 | $5,083,729 | |
| 3 | DVN |
Devon Energy Corp/De
|
106,056 | $4,382,233 | |
| 4 | EQT |
EQT Corp
|
66,325 | $3,526,500 | |
| 5 | COP |
Conocophillips
|
32,577 | $3,386,704 | |
| 6 | MUR |
Murphy Oil Corp
|
40,440 | $1,316,726 | |
| 7 | OXY |
Occidental Petroleum Corp /De/
|
24,511 | $1,190,499 | |
| 8 | FANG |
Diamondback Energy, Inc.
|
4,825 | $848,138 |
All Filings in AR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $653,849 | 18,607 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $664,695 | 15,662 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $539,609 | 15,659 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $525,516 | 15,659 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $617,331 | 15,326 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $628,882 | 15,551 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $525,855 | 15,003 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||