Position in AR
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$9,633
+$8,459 QoQ
Shares Held
227
+548.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
6 quarters on record
Common Shares in AR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Spire Wealth Management holds $3,757,769 across 18 Oil & Gas E&P names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
10,444 | $1,085,758 | |
| 2 | EOG |
Eog Resources Inc
|
6,396 | $829,752 | |
| 3 | VIST |
Vista Energy, S.A.B. de C.V.
|
12,418 | $792,268 | |
| 4 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
9,444 | $373,038 | |
| 5 | FANG |
Diamondback Energy, Inc.
|
1,588 | $279,138 | |
| 6 | DVN |
Devon Energy Corp/De
|
3,923 | $162,098 | |
| 7 | OXY |
Occidental Petroleum Corp /De/
|
2,115 | $102,725 | |
| 8 | EQT |
EQT Corp
|
1,116 | $59,337 |
All Filings in AR
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,633 | 227 | Shares | Sole | 2026-04-22 | |
| 2025-09-30 | $1,174 | 35 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,409 | 35 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,415 | 35 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $31,474 | 898 | Shares | Sole | 2025-01-24 | |
| 2021-12-31 | $171,500 | 9,800 | Shares | Sole | 2022-01-14 | |
| No filing history on record for this holder in this stock. | ||||||