Position in AR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$4,691,190
+$3,757,510 QoQ
Shares Held
133,500
+506.8% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#173
of 618 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Journey Advisory Group, LLC holds $11,242,316 across 4 Oil & Gas E&P names. AR ranks #2 (41.7% of the industry book) .
All Filings in AR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,691,190 | 133,500 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $933,680 | 22,000 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $895,098 | 25,975 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $839,000 | 25,000 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,007,000 | 25,000 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,011,000 | 25,000 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||