Position in PR
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$677,856
+$122,961 QoQ
Shares Held
36,820
+41.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#327
of 614 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PR 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. PR ranks #16 (1.5% 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 PR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $677,856 | 36,820 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $554,895 | 26,027 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $370,574 | 26,413 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $493,772 | 38,576 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $504,362 | 37,031 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||