Position in CNX
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$698,279
-$36,021 QoQ
Shares Held
20,580
+8.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#185
of 380 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CNX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $44,196,136 across 29 Oil & Gas E&P names. CNX ranks #15 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TPL |
Texas Pacific Land Corp
|
22,005 | $9,630,268 | |
| 2 | COP |
Conocophillips
|
63,098 | $6,559,668 | |
| 3 | DVN |
Devon Energy Corp/De
|
89,209 | $3,686,115 | |
| 4 | EOG |
Eog Resources Inc
|
26,193 | $3,398,017 | |
| 5 | OXY |
Occidental Petroleum Corp /De/
|
46,368 | $2,252,093 | |
| 6 | APA |
APA Corp
|
64,862 | $2,112,555 | |
| 7 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
50,990 | $2,014,105 | |
| 8 | OVV |
Ovintiv Inc.
|
33,268 | $1,751,560 |
All Filings in CNX
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $698,279 | 20,580 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $734,300 | 19,048 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $641,415 | 17,444 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $458,545 | 14,276 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $455,656 | 13,529 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $425,798 | 13,526 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $492,954 | 13,443 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $427,806 | 13,135 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $308,439 | 12,693 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $297,591 | 12,546 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $250,920 | 12,546 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $283,288 | 12,546 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $222,315 | 12,546 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $200,201 | 12,497 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $212,217 | 12,602 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||