Position in SD
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$465
-$140 QoQ
Shares Held
34
-35.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#155
of 165 holders
Holding Since
Mar 2025
2 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, 2026Physician Wealth Advisors, Inc. holds $583,555 across 39 Oil & Gas E&P names. SD ranks #38 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
2,813 | $292,439 | |
| 2 | FANG |
Diamondback Energy, Inc.
|
310 | $54,491 | |
| 3 | EOG |
Eog Resources Inc
|
403 | $52,281 | |
| 4 | DVN |
Devon Energy Corp/De
|
802 | $33,138 | |
| 5 | APA |
APA Corp
|
865 | $28,173 | |
| 6 | MUR |
Murphy Oil Corp
|
769 | $25,038 | |
| 7 | TPL |
Texas Pacific Land Corp
|
41 | $17,943 | |
| 8 | CRGY |
Crescent Energy Co
|
1,133 | $11,126 |
All Filings in SD
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $465 | 34 | Shares | Sole | 2026-07-20 | |
| 2025-03-31 | $605 | 53 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||