Position in MVO
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$32,864
+$21,032 QoQ
Shares Held
14,542
+52.4% QoQ
Ownership
0.126%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MVO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Mar 31, 2026Allworth Financial LP holds $19,054,906 across 51 Oil & Gas E&P names. MVO ranks #26 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
41,780 | $5,514,960 | |
| 2 | OXY |
Occidental Petroleum Corp /De/
|
39,283 | $2,553,395 | |
| 3 | EOG |
Eog Resources Inc
|
15,521 | $2,243,870 | |
| 4 | FANG |
Diamondback Energy, Inc.
|
8,244 | $1,630,580 | |
| 5 | DVN |
Devon Energy Corp/De
|
20,738 | $1,043,536 | |
| 6 | EQT |
EQT Corp
|
15,865 | $1,009,648 | |
| 7 | CTRA |
Coterra Energy Inc.
|
26,571 | $933,704 | |
| 8 | EXE |
EXPAND ENERGY Corp
|
5,906 | $648,360 |
All Filings in MVO
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $32,864 | 14,542 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,832 | 9,542 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $53,626 | 9,542 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $54,961 | 9,542 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||