Position in UNTC
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$0
+$0 QoQ
Shares Held
2
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UNTC Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Mar 31, 2026Financial Gravity Asset Management, Inc. holds $322,231 across 9 Oil & Gas E&P names. UNTC ranks #9 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
980 | $129,360 | |
| 2 | FANG |
Diamondback Energy, Inc.
|
618 | $122,234 | |
| 3 | OXY |
Occidental Petroleum Corp /De/
|
491 | $31,915 | |
| 4 | VOC |
VOC Energy Trust
|
4,000 | $13,840 | |
| 5 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
268 | $13,059 | |
| 6 | PR |
Permian Resources Corp
|
501 | $10,681 | |
| 7 | VIST |
Vista Energy, S.A.B. de C.V.
|
8 | $603 | |
| 8 | OBE |
Obsidian Energy Ltd.
|
57 | $539 |
All Filings in UNTC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 UNTCW | — | 2 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 UNTCW | — | 2 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 UNTCW | — | 2 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 UNTCW | — | 2 | Shares | Sole | 2025-04-30 | |
| No filing history on record for this holder in this stock. | ||||||