Position in BSM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$143,192
-$110,068 QoQ
Shares Held
10,250
-38.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#153
of 197 holders
Holding Since
Jun 2025
5 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, 2026WMG Financial Advisors, LLC holds $143,192 across 1 Oil & Gas E&P name. BSM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BSM |
Black Stone Minerals, L.P.
This page
|
10,250 | $143,192 |
All Filings in BSM
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $143,192 | 10,250 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $253,260 | 16,750 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $222,607 | 16,750 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $206,955 | 15,750 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $206,010 | 15,750 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||