Position in CNX
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$6,718
-$2,919 QoQ
Shares Held
198
-20.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#324
of 380 holders
Holding Since
Mar 2022
18 quarters on record
Common Shares in CNX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Spire Wealth Management holds $3,757,769 across 18 Oil & Gas E&P names. CNX ranks #13 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
10,444 | $1,085,758 | |
| 2 | EOG |
Eog Resources Inc
|
6,396 | $829,752 | |
| 3 | VIST |
Vista Energy, S.A.B. de C.V.
|
12,418 | $792,268 | |
| 4 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
9,444 | $373,038 | |
| 5 | FANG |
Diamondback Energy, Inc.
|
1,588 | $279,138 | |
| 6 | DVN |
Devon Energy Corp/De
|
3,923 | $162,098 | |
| 7 | OXY |
Occidental Petroleum Corp /De/
|
2,115 | $102,725 | |
| 8 | EQT |
EQT Corp
|
1,116 | $59,337 |
All Filings in CNX
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,718 | 198 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $9,637 | 250 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $9,192 | 250 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $8,030 | 250 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $8,420 | 250 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $7,870 | 250 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,906 | 52 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $16,057 | 493 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $16,475 | 678 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,233 | 52 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $27,800 | 1,390 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $31,521 | 1,396 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $24,630 | 1,390 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $12,399 | 774 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1 | 52 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $807 | 52 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,053 | 64 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,077 | 52 | Shares | Sole | 2022-04-18 | |
| No filing history on record for this holder in this stock. | ||||||