Position in SD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$10,670
-$8,033 QoQ
Shares Held
779
-32.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#128
of 165 holders
Holding Since
Sep 2022
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $24,392,180 across 53 Oil & Gas E&P names. SD ranks #33 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FANG |
Diamondback Energy, Inc.
|
69,039 | $12,135,669 | |
| 2 | TPL |
Texas Pacific Land Corp
|
12,827 | $5,613,603 | |
| 3 | COP |
Conocophillips
|
12,774 | $1,327,980 | |
| 4 | OXY |
Occidental Petroleum Corp /De/
|
23,220 | $1,127,790 | |
| 5 | EOG |
Eog Resources Inc
|
8,443 | $1,095,305 | |
| 6 | DVN |
Devon Energy Corp/De
|
18,029 | $744,954 | |
| 7 | EXE |
EXPAND ENERGY Corp
|
3,227 | $294,265 | |
| 8 | AR |
ANTERO RESOURCES Corp
|
7,872 | $276,618 |
All Filings in SD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,670 | 779 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $18,703 | 1,147 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $9,016 | 625 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,714 | 418 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $3,775 | 349 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $34 | 3 | Shares | Sole | 2025-05-13 | |
| 2022-09-30 | $994 | 61 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||