Position in BSM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$170,713
-$11,316 QoQ
Shares Held
12,220
+1.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#141
of 197 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in BSM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026EP Wealth Advisors, LLC holds $18,650,171 across 17 Oil & Gas E&P names. BSM ranks #17 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
54,603 | $5,676,527 | |
| 2 | EOG |
Eog Resources Inc
|
25,158 | $3,263,747 | |
| 3 | DVN |
Devon Energy Corp/De
|
47,836 | $1,976,583 | |
| 4 | OXY |
Occidental Petroleum Corp /De/
|
27,573 | $1,339,220 | |
| 5 | TPL |
Texas Pacific Land Corp
|
2,273 | $994,755 | |
| 6 | APA |
APA Corp
|
27,702 | $902,254 | |
| 7 | OVV |
Ovintiv Inc.
|
13,983 | $736,204 | |
| 8 | EQT |
EQT Corp
|
11,214 | $596,248 |
All Filings in BSM
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $170,713 | 12,220 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $182,029 | 12,039 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $159,998 | 12,039 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $149,609 | 11,438 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $174,642 | 11,437 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $359,028 | 24,591 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $416,624 | 27,591 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||