SUMMIT SECURITIES GROUP LLC
Broker-DealerPosition in BSM — Black Stone Minerals, L.P.
CIK 1531593
NEW YORK, NY
Position in BSM
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$82,645
+$75,010 QoQ
Shares Held
5,466
+993.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
12 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BSM Over Time
Shares Held
Position Value (USD)
Derivatives in BSM
reported options exposure · as of Mar 31, 2023CallValue
$0
CallShares
0
PutValue
$100,416
PutShares
6,400
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas E&P
Energy · as of Mar 31, 2026SUMMIT SECURITIES GROUP LLC holds $1,975,710 across 18 Oil & Gas E&P names. BSM ranks #4 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WDS |
Woodside Energy Group Ltd
|
40,500 | $967,140 | |
| 2 | COP |
Conocophillips
|
4,501 | $594,132 | |
| 3 | KOS |
Kosmos Energy Ltd.
|
47,000 | $130,660 | |
| 4 | BSM |
Black Stone Minerals, L.P.
This page
|
5,466 | $82,645 | |
| 5 | CHRD |
Chord Energy Corp
|
476 | $67,677 | |
| 6 | TPL |
Texas Pacific Land Corp
|
95 | $45,083 | |
| 7 | APA |
APA Corp
|
358 | $15,193 | |
| 8 | EOG |
Eog Resources Inc
|
89 | $12,866 |
All Filings in BSM
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $82,645 | 5,466 | Shares | Sole | 2026-04-30 | |
| 2025-03-31 | $7,635 | 500 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $71,540 | 4,900 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $54,360 | 3,600 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $73,649 | 4,700 | Shares | Sole | 2024-07-26 | |
| 2023-12-31 | $159,600 | 10,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $39,629 | 2,300 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $100,416 | 6,400 | Put | Sole | 2023-05-12 | |
| 2023-03-31 | $17,259 | 1,100 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $107,968 | 6,400 | Put | Sole | 2023-02-13 | |
| 2022-12-31 | $356,277 | 21,119 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $353,690 | 22,600 | Shares | Sole | 2022-11-02 | |
| 2022-09-30 | $370,905 | 23,700 | Put | Sole | 2022-11-02 | |
| 2022-06-30 | $41,070 | 3,000 | Put | Sole | 2022-08-02 | |
| 2022-06-30 | $320,346 | 23,400 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $24,228 | 1,800 | Shares | Sole | 2022-05-11 | |
| No filing history on record for this holder in this stock. | ||||||