Position in WDS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,201,452
-$228,745 QoQ
Shares Held
62,187
+3.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#71
of 305 holders
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WDS Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Sequoia Financial Advisors, LLC holds $44,196,136 across 29 Oil & Gas E&P names. WDS ranks #12 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TPL |
Texas Pacific Land Corp
|
22,005 | $9,630,268 | |
| 2 | COP |
Conocophillips
|
63,098 | $6,559,668 | |
| 3 | DVN |
Devon Energy Corp/De
|
89,209 | $3,686,115 | |
| 4 | EOG |
Eog Resources Inc
|
26,193 | $3,398,017 | |
| 5 | OXY |
Occidental Petroleum Corp /De/
|
46,368 | $2,252,093 | |
| 6 | APA |
APA Corp
|
64,862 | $2,112,555 | |
| 7 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
50,990 | $2,014,105 | |
| 8 | OVV |
Ovintiv Inc.
|
33,268 | $1,751,560 |
All Filings in WDS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,201,452 | 62,187 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,430,197 | 59,891 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $878,293 | 56,337 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $840,437 | 55,843 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $786,359 | 50,963 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $186,631 | 12,880 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $308,412 | 19,770 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $260,392 | 15,104 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $282,845 | 15,037 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $242,795 | 12,158 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $265,206 | 12,575 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $353,518 | 15,179 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $355,572 | 15,333 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $305,586 | 13,624 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $362,520 | 14,974 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $243,196 | 11,280 | Shares | Sole | 2022-07-22 | |
| No filing history on record for this holder in this stock. | ||||||