Position in BRN
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$125,041
-$13,418 QoQ
Shares Held
123,803
-3.4% QoQ
Ownership
0.858%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#4
of 23 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BRN Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Accretive Wealth Partners, LLC holds $1,847,242 across 2 Oil & Gas E&P names. BRN ranks #2 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
16,566 | $1,722,201 | |
| 2 | BRN |
Barnwell Industries Inc
This page
|
123,803 | $125,041 |
All Filings in BRN
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $125,041 | 123,803 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $138,459 | 128,203 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||