Position in SD
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$260
-$49 QoQ
Shares Held
19
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#161
of 165 holders
Holding Since
Dec 2025
3 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, 2026Abound Wealth Management holds $129,552 across 17 Oil & Gas E&P names. SD ranks #12 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OVV |
Ovintiv Inc.
|
1,008 | $53,071 | |
| 2 | EXE |
EXPAND ENERGY Corp
|
339 | $30,913 | |
| 3 | COP |
Conocophillips
|
283 | $29,420 | |
| 4 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
136 | $5,372 | |
| 5 | FANG |
Diamondback Energy, Inc.
|
26 | $4,570 | |
| 6 | DVN |
Devon Energy Corp/De
|
32 | $1,322 | |
| 7 | APA |
APA Corp
|
40 | $1,302 | |
| 8 | EQT |
EQT Corp
|
24 | $1,276 |
All Filings in SD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260 | 19 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $309 | 19 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $274 | 19 | Shares | Sole | 2026-01-12 | |
| No filing history on record for this holder in this stock. | ||||||