Position in AR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$562
-$117 QoQ
Shares Held
16
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#595
of 618 holders
Holding Since
Mar 2024
10 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, 2026Valued Wealth Advisors LLC holds $282,917 across 27 Oil & Gas E&P names. AR ranks #26 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SM |
SM Energy Co
|
1,653 | $43,143 | |
| 2 | EOG |
Eog Resources Inc
|
288 | $37,362 | |
| 3 | COP |
Conocophillips
|
350 | $36,386 | |
| 4 | MUR |
Murphy Oil Corp
|
906 | $29,499 | |
| 5 | FANG |
Diamondback Energy, Inc.
|
94 | $16,523 | |
| 6 | CHRD |
Chord Energy Corp
|
132 | $15,087 | |
| 7 | DVN |
Devon Energy Corp/De
|
297 | $12,272 | |
| 8 | APA |
APA Corp
|
335 | $10,910 |
All Filings in AR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $562 | 16 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $679 | 16 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $585 | 17 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $570 | 17 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $684 | 17 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $687 | 17 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $595 | 17 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $487 | 17 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $554 | 17 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $261 | 9 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||