Position in SD
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,164
+$349 QoQ
Shares Held
85
+70.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#147
of 165 holders
Holding Since
Jun 2025
5 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, 2026Rialto Wealth Management, LLC holds $342,741 across 30 Oil & Gas E&P names. SD ranks #21 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EOG |
Eog Resources Inc
|
1,549 | $200,951 | |
| 2 | EQT |
EQT Corp
|
720 | $38,282 | |
| 3 | OXY |
Occidental Petroleum Corp /De/
|
395 | $19,185 | |
| 4 | COP |
Conocophillips
|
176 | $18,296 | |
| 5 | CRK |
Comstock Resources Inc
|
576 | $8,593 | |
| 6 | DVN |
Devon Energy Corp/De
|
198 | $8,181 | |
| 7 | FANG |
Diamondback Energy, Inc.
|
44 | $7,734 | |
| 8 | APA |
APA Corp
|
204 | $6,644 |
All Filings in SD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,164 | 85 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $815 | 50 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $721 | 50 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $564 | 50 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $541 | 50 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||