BARTLETT & CO. WEALTH MANAGEMENT LLC
Position in BSM — Black Stone Minerals, L.P.
CIK 2010186
CINCINNATI, OH
Position in BSM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$457,461
-$37,658 QoQ
Shares Held
32,746
0.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#94
of 197 holders
Holding Since
Dec 2020
23 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $10,566,139 across 14 Oil & Gas E&P names. BSM ranks #3 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TPL |
Texas Pacific Land Corp
|
14,958 | $6,546,219 | |
| 2 | COP |
Conocophillips
|
25,924 | $2,695,059 | |
| 3 | BSM |
Black Stone Minerals, L.P.
This page
|
32,746 | $457,461 | |
| 4 | EQT |
EQT Corp
|
5,923 | $314,925 | |
| 5 | EXE |
EXPAND ENERGY Corp
|
2,226 | $202,988 | |
| 6 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
4,300 | $169,850 | |
| 7 | DVN |
Devon Energy Corp/De
|
1,818 | $75,119 | |
| 8 | EOG |
Eog Resources Inc
|
371 | $48,129 |
All Filings in BSM
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $457,461 | 32,746 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $495,119 | 32,746 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $435,194 | 32,746 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $430,282 | 32,746 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $428,317 | 32,746 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $500,031 | 32,746 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $478,091 | 32,746 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $494,464 | 32,746 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $513,129 | 32,746 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $523,281 | 32,746 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $522,626 | 32,746 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $564,213 | 32,746 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $522,298 | 32,746 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $513,784 | 32,746 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $552,425 | 32,746 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $512,474 | 32,746 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $448,292 | 32,746 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $440,761 | 32,746 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $338,266 | 32,746 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $394,589 | 32,746 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $352,019 | 32,746 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $285,545 | 32,746 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $218,743 | 32,746 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||