Who owns Petroleum & Res Corp Com cef?
- Ticker: PEO
- CUSIP Number: 00548f105
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Analyze quarterly positions in Petroleum & Res Corp Com cef with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Petroleum & Res Corp Com cef stock
Who bought or sold Petroleum & Res Corp Com cef this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Saba Capital Management | 2.7M | $59M | 0% | Dec 2025 |
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| Adams Express Company | 2.6M | $56M | 2% | Dec 2025 |
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| Lazard Asset Management | 509k | $11M | 0% | Dec 2025 |
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| Penserra Capital Management | 300k | $6.5M | 10% | Dec 2025 |
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| Pathstone Holdings | 254k | $5.5M | -4% | Dec 2025 |
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| Raymond James Financial | 227k | $4.9M | 3% | Dec 2025 |
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| Basepoint Wealth | 167k | $3.6M | -1% | Dec 2025 |
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| Intrepid Family Office | 153k | $3.3M | 2% | Dec 2025 |
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| Cohen & Steers Capital Management | 150k | $3.3M | 0% | Dec 2025 |
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| Verition Fund Management | 149k | $3.2M | 2% | Dec 2025 |
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| Blue Bell Private Wealth Management | 116k | $2.5M | 3% | Dec 2025 |
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| Capstone Investment Advisors | 114k | $2.5M | 0% | Dec 2025 |
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| Fca Corp | 113k | $2.4M | -11% | Dec 2025 |
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| CSS | 100k | $2.2M | -12% | Dec 2025 |
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| Whitener Capital Management | 90k | $2.5M | 2% | Mar 2026 |
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| North Star Asset Management | 87k | $1.9M | -1% | Dec 2025 |
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| Advisors Asset Management | 78k | $1.7M | 16% | Dec 2025 |
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| First Trust Advisors | 71k | $1.5M | -1% | Dec 2025 |
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| LPL Financial | 68k | $1.5M | 10% | Dec 2025 |
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| D.A. Davidson & Co. | 68k | $1.5M | 3% | Dec 2025 |
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| Sprott | 68k | $1.5M | 11% | Dec 2025 |
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| Uhlmann Price Securities | 67k | $1.9M | 2% | Mar 2026 |
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| Uncommon Cents Investing | 62k | $1.7M | 4% | Mar 2026 |
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| Nations Financial Group | 51k | $1.4M | 2% | Mar 2026 |
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| Wolverine Asset Management | 46k | $990k | -71% | Dec 2025 |
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| Principal Securities | 43k | $940k | 5% | Dec 2025 |
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| Stifel Financial | 43k | $939k | -19% | Dec 2025 |
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| Wells Fargo & Company | 43k | $926k | -2% | Dec 2025 |
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| Wealthcare Advisory Partners | 40k | $1.1M | 10% | Mar 2026 |
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| Jones Financial Companies, L.L | 36k | $792k | 44% | Dec 2025 |
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| Roberts Glore & Co | 34k | $741k | 21% | Dec 2025 |
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| Burney Co/ | 34k | $734k | 9% | Dec 2025 |
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| Baird Financial | 32k | $704k | -2% | Dec 2025 |
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| Kestra Advisory Services | 32k | $688k | 3% | Dec 2025 |
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| HighTower Advisors | 31k | $683k | -53% | Dec 2025 |
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| UBS Group | 31k | $680k | -4% | Dec 2025 |
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| Cambridge Investment Research Advisors | 30k | $657k | 3% | Dec 2025 |
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| Concurrent Investment Advisors | 29k | $636k | 21% | Dec 2025 |
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| Commonwealth Equity Services | 28k | $615k | 27% | Dec 2025 |
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| Cetera Investment Advisers | 27k | $587k | 10% | Dec 2025 |
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| Evolve Private Wealth | 26k | $718k | 100% | Mar 2026 |
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| Cullen Investment Group | 24k | $677k | -11% | Mar 2026 |
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| Kovack Advisors | 24k | $516k | 6% | Dec 2025 |
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| Advisor Group Holdings | 22k | $488k | 18% | Dec 2025 |
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| Allspring Global Investments Holdings | 19k | $412k | 100% | Dec 2025 |
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| Alta Capital Management | 16k | $348k | 0% | Dec 2025 |
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| PFG Investments | 15k | $321k | 0% | Dec 2025 |
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| Moors & Cabot | 14k | $311k | 2% | Dec 2025 |
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| Guggenheim Capital, LLC Managers | 14k | $308k | -2% | Dec 2025 |
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| Goss Wealth Management | 14k | $308k | 11% | Dec 2025 |
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| Millennium Management | 13k | $289k | 0% | Dec 2025 |
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| SeaCrest Wealth Management | 13k | $350k | 0% | Mar 2026 |
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| Level Four Advisory Services | 13k | $272k | 2% | Dec 2025 |
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| Vantage Financial Partners | 10k | $224k | 2% | Dec 2025 |
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| Searle & Co. | 9.9k | $215k | 1% | Dec 2025 |
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| Jane Street | 9.6k | $209k | -32% | Dec 2025 |
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| JFS Wealth Advisors | 9.4k | $204k | 0% | Dec 2025 |
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| Sovereign Financial Group | 9.2k | $256k | 100% | Mar 2026 |
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| Atlantic Trust | 8.1k | $176k | 0% | Dec 2025 |
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| LexAurum Advisors | 7.6k | $212k | 100% | Mar 2026 |
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| Farther Finance Advisors | 6.0k | $159k | 104% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 4.4k | $95k | -1% | Dec 2025 |
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| CWM | 2.2k | $49k | 0% | Dec 2025 |
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| Brian McDonald | 2.2k | $47k | 3% | Dec 2025 |
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| Pnc Financial Services | 2.0k | $42k | 0% | Dec 2025 |
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| EverSource Wealth Advisors | 1.9k | $41k | 0% | Dec 2025 |
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| Geneos Wealth Management | 1.9k | $41k | 0% | Dec 2025 |
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| Hilltop National Bank | 1.7k | $47k | 0% | Mar 2026 |
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| Global Retirement Partners | 1.6k | $35k | 100% | Dec 2025 |
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| Nbc Securities | 1.3k | $35k | 2% | Mar 2026 |
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| Loring Wolcott Coolidge Fa | 1.1k | $29k | 0% | Mar 2026 |
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| Zazove Associates | 950.00 | $21k | 2% | Dec 2025 |
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| Barrett & Company | 800.00 | $17k | 0% | Dec 2025 |
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| Parkside Financial Bank & Trust | 682.00 | $15k | 0% | Dec 2025 |
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| Pinnacle Wealth Planning Services | 603.00 | $13k | 100% | Dec 2025 |
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| Cape Investment Advisory | 493.00 | $11k | 0% | Dec 2025 |
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| Indiana Trust & Investment Management | 472.00 | $10k | 100% | Dec 2025 |
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| Union Bankshares | 300.00 | $6.5k | 0% | Dec 2025 |
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| WPG Advisers | 252.00 | $5.5k | 15% | Dec 2025 |
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| Ancora Advisors | 200.00 | $4.3k | 0% | Dec 2025 |
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| Fifth Third Bancorp | 82.00 | $1.8k | -97% | Dec 2025 |
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Who sold out of Petroleum & Res Corp Com cef?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 61k | $1.3M |
| Colony | Sep 2025 | 16k | $335k |
| Balyasny Asset Management | Sep 2025 | 10k | $225k |
| Creative Planning | Sep 2025 | 10k | $222k |
| Advisory Services Network | Sep 2025 | 2.2k | $48k |
| Highline Wealth Partners | Dec 2025 | 1.5k | $33k |
| Crewe Advisors | Sep 2025 | 500.00 | $11k |
| Sontag Advisory | Sep 2025 | 253.00 | $5.4k |
| Simplex Trading | Sep 2025 | 84.00 | $1.0k |