Position in MTDR
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$38,350
+$8,430 QoQ
Shares Held
607
-3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MTDR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Opal Wealth Advisors, LLC holds $273,414 across 1 Oil & Gas E&P name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
2,630 | $273,414 |
All Filings in MTDR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $38,350 | 607 | Shares | Sole | 2026-04-14 | |
| 2025-06-30 | $29,920 | 627 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $27,639 | 541 | Shares | Sole | 2025-04-16 | |
| 2024-06-30 | $23,124 | 388 | Shares | Sole | 2024-07-12 | |
| No filing history on record for this holder in this stock. | ||||||