Position in WDS
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$2,048,068
+$1,151,176 QoQ
Shares Held
85,765
+49.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in WDS Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Mar 31, 2026Cetera Investment Advisers holds $261,585,487 across 41 Oil & Gas E&P names. WDS ranks #18 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
506,470 | $66,854,040 | |
| 2 | CRGY |
Crescent Energy Co
|
3,341,779 | $45,114,016 | |
| 3 | EOG |
Eog Resources Inc
|
142,939 | $20,664,691 | |
| 4 | CTRA |
Coterra Energy Inc.
|
565,154 | $19,859,511 | |
| 5 | DVN |
Devon Energy Corp/De
|
334,138 | $16,813,824 | |
| 6 | FANG |
Diamondback Energy, Inc.
|
72,436 | $14,327,116 | |
| 7 | OXY |
Occidental Petroleum Corp /De/
|
171,397 | $11,140,805 | |
| 8 | EQT |
EQT Corp
|
128,257 | $8,162,275 |
All Filings in WDS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,048,068 | 85,765 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $896,892 | 57,530 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $860,709 | 57,190 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $648,445 | 42,025 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $583,497 | 40,269 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $480,074 | 30,774 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $364,453 | 21,140 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $332,504 | 17,677 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $518,920 | 25,985 | Shares | Sole | 2024-05-24 | |
| No filing history on record for this holder in this stock. | ||||||