Position in SD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$147,740
-$17,692 QoQ
Shares Held
10,784
+6.3% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#100
of 165 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in SD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Independent Advisor Alliance holds $27,960,991 across 16 Oil & Gas E&P names. SD ranks #16 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
60,136 | $6,251,738 | |
| 2 | TPL |
Texas Pacific Land Corp
|
11,059 | $4,839,860 | |
| 3 | EOG |
Eog Resources Inc
|
22,953 | $2,977,692 | |
| 4 | DVN |
Devon Energy Corp/De
|
54,434 | $2,249,212 | |
| 5 | DMLP |
Dorchester Minerals, L.P.
|
83,550 | $2,109,637 | |
| 6 | AR |
ANTERO RESOURCES Corp
|
59,482 | $2,090,196 | |
| 7 | OXY |
Occidental Petroleum Corp /De/
|
27,365 | $1,329,117 | |
| 8 | EXE |
EXPAND ENERGY Corp
|
13,046 | $1,189,663 |
All Filings in SD
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $147,740 | 10,784 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $165,432 | 10,143 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $146,363 | 10,143 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $114,413 | 10,143 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||