Position in AR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,616
-$336 QoQ
Shares Held
46
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#576
of 618 holders
Holding Since
Sep 2021
17 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, 2026Bell Investment Advisors, Inc holds $238,339 across 26 Oil & Gas E&P names. AR ranks #17 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
788 | $81,920 | |
| 2 | FANG |
Diamondback Energy, Inc.
|
108 | $18,984 | |
| 3 | EQT |
EQT Corp
|
340 | $18,077 | |
| 4 | SM |
SM Energy Co
|
652 | $17,017 | |
| 5 | EOG |
Eog Resources Inc
|
124 | $16,086 | |
| 6 | WDS |
Woodside Energy Group Ltd
|
731 | $14,122 | |
| 7 | PR |
Permian Resources Corp
|
686 | $12,629 | |
| 8 | DVN |
Devon Energy Corp/De
|
252 | $10,412 |
All Filings in AR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,616 | 46 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,952 | 46 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,585 | 46 | Shares | Sole | 2026-02-24 | |
| 2025-09-30 | $1,543 | 46 | Shares | Sole | 2025-11-21 | |
| 2025-06-30 | $1,852 | 46 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,860 | 46 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $1,612 | 46 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,317 | 46 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,500 | 46 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $696 | 24 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,043 | 46 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,167 | 46 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,059 | 46 | Shares | Sole | 2023-08-09 | |
| 2022-12-31 | $1,425 | 46 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $946 | 31 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $459 | 15 | Shares | Sole | 2022-08-12 | |
| 2021-09-30 | $564 | 30 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||