Position in BSM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,676,218
-$137,985 QoQ
Shares Held
119,987
0.0% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#45
of 197 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BSM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026MCDANIEL TERRY & CO holds $4,464,206 across 4 Oil & Gas E&P names. BSM ranks #1 (37.5% of the industry book) .
All Filings in BSM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,676,218 | 119,987 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,814,203 | 119,987 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,594,627 | 119,987 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,576,629 | 119,987 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $1,569,429 | 119,987 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,832,201 | 119,987 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,850,725 | 126,762 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,914,106 | 126,762 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $1,986,360 | 126,762 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,025,656 | 126,762 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $2,122,073 | 132,962 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $2,290,935 | 132,962 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $2,120,743 | 132,962 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $2,136,381 | 136,162 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $2,404,177 | 142,512 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $2,230,312 | 142,512 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $1,950,989 | 142,512 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $1,918,211 | 142,512 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,553,187 | 150,357 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,811,801 | 150,357 | Shares | Sole | 2021-12-06 | |
| 2021-06-30 | $1,616,337 | 150,357 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,311,113 | 150,357 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,004,384 | 150,357 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $923,191 | 150,357 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $977,320 | 150,357 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $703,670 | 150,357 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||