Icon Wealth Advisors, LLC

Position in BSM — Black Stone Minerals, L.P.

CIK 1963212 HOUSTON, TX

Position in BSM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$748,289

-$279,704 QoQ

Shares Held

53,564

-21.2% QoQ

Ownership

0.024%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#73

of 197 holders

Holding Since

Sep 2022

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Icon Wealth Advisors, LLC holds $6,766,845 across 4 Oil & Gas E&P names. BSM ranks #4 (11.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EOG	Eog Resources Inc	28,491	$3,696,137
2	COP	Conocophillips	11,488	$1,194,292
3	PR	Permian Resources Corp	61,278	$1,128,127
4	BSM	Black Stone Minerals, L.P. This page	53,564	$748,289

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$748,289	53,564	-21.2%	Shares	Sole	2026-08-05
2026-03-31	$1,027,993	67,989	-2.6%	Shares	Sole	2026-05-12
2025-12-31	$927,681	69,803	+0.4%	Shares	Sole	2026-02-13
2025-09-30	$913,505	69,521	-17.5%	Shares	Sole	2025-11-14
2025-06-30	$1,102,160	84,263	+2.7%	Shares	Sole	2025-08-14
2025-03-31	$1,252,689	82,036	+0.3%	Shares	Sole	2025-05-15
2024-12-31	$1,194,031	81,783	+0.3%	Shares	Sole	2025-02-14
2024-09-30	$1,231,254	81,540	-1.7%	Shares	Sole	2024-11-14
2024-06-30	$1,300,045	82,964	+305.6%	Shares	Sole	2024-08-14
2024-03-31	$326,854	20,454	+10.9%	Shares	Sole	2024-05-15
2023-12-31	$294,477	18,451	+9.4%	Shares	Sole	2024-02-14
2022-12-31	$284,546	16,867	0.0%	Shares	Sole	2023-02-14
2022-09-30	$263,968	16,867	—	Shares	Sole	2023-01-25
No filing history on record for this holder in this stock.