Strategic Wealth Partners, Ltd.
Position in BSM — Black Stone Minerals, L.P.
CIK 1720777
INDEPENDENCE, OH
Position in BSM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$7,459
-$615 QoQ
Shares Held
534
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#183
of 197 holders
Holding Since
Jun 2025
5 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, 2026Strategic Wealth Partners, Ltd. holds $8,076,892 across 11 Oil & Gas E&P names. BSM ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
166,052 | $6,559,054 | |
| 2 | TPL |
Texas Pacific Land Corp
|
2,010 | $879,656 | |
| 3 | FANG |
Diamondback Energy, Inc.
|
1,565 | $275,095 | |
| 4 | EOG |
Eog Resources Inc
|
1,721 | $223,265 | |
| 5 | COP |
Conocophillips
|
737 | $76,618 | |
| 6 | DVN |
Devon Energy Corp/De
|
849 | $35,080 | |
| 7 | OXY |
Occidental Petroleum Corp /De/
|
357 | $17,339 | |
| 8 | BSM |
Black Stone Minerals, L.P.
This page
|
534 | $7,459 |
All Filings in BSM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,459 | 534 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $8,074 | 534 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,096 | 534 | Shares | Sole | 2026-05-12 | |
| 2025-09-30 | $7,016 | 534 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,984 | 534 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||