Position in BSM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,050,124
-$85,781 QoQ
Shares Held
75,170
+0.1% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#64
of 197 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BSM Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Independent Advisor Alliance holds $27,960,991 across 16 Oil & Gas E&P names. BSM ranks #9 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
60,136 | $6,251,738 | |
| 2 | TPL |
Texas Pacific Land Corp
|
11,059 | $4,839,860 | |
| 3 | EOG |
Eog Resources Inc
|
22,953 | $2,977,692 | |
| 4 | DVN |
Devon Energy Corp/De
|
54,434 | $2,249,212 | |
| 5 | DMLP |
Dorchester Minerals, L.P.
|
83,550 | $2,109,637 | |
| 6 | AR |
ANTERO RESOURCES Corp
|
59,482 | $2,090,196 | |
| 7 | OXY |
Occidental Petroleum Corp /De/
|
27,365 | $1,329,117 | |
| 8 | EXE |
EXPAND ENERGY Corp
|
13,046 | $1,189,663 |
All Filings in BSM
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,050,124 | 75,170 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,135,905 | 75,126 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $997,906 | 75,087 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $986,078 | 75,044 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $980,973 | 74,998 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,122,146 | 73,487 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,072,764 | 73,477 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,103,462 | 73,077 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,145,116 | 73,077 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,167,770 | 73,077 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,188,014 | 74,437 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,282,549 | 74,437 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,187,270 | 74,437 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,167,916 | 74,437 | Shares | Sole | 2023-05-12 | |
| No filing history on record for this holder in this stock. | ||||||