Advisory Resource Group

13F Filings History

Latest 13F report
Q3 2024 - Nov 20, 2024
Value $
$468M
Signature - Title
Chris Brown - CCO
Location
Tulsa, OK
Summary
This page shows a list of all the recent 13F filings made by Advisory Resource Group. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Advisory Resource Group reported 158 stock holdings with total value $468M as of Q3 2024. Top holdings included QDPL, PSX, COP, SMTH, and JMEE.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 158 $468M +$38.4M -$27.6M +$10.8M QDPL, PSX, COP, SMTH, JMEE 13F-HR 11/20/2024, 10:53 AM
Q2 2024 155 $443M +$32.9M -$16.1M +$16.8M QDPL, PSX, COP, SMTH, SMMD 13F-HR 7/24/2024, 01:08 PM
Q1 2024 158 $436M +$29.2M -$27.3M +$1.83M QDPL, PSX, COP, SMTH, SMMD 13F-HR 5/17/2024, 01:35 PM
Q4 2023 150 $401M +$48.4M -$46.6M +$1.82M QDPL, PSX, COP, SMTH, SMMD 13F-HR 1/11/2024, 11:43 AM
Q3 2023 152 $371M +$45.3M -$46.1M -$752K QDPL, PSX, PTRB, COP, HERD 13F-HR 12/5/2023, 02:00 PM
Q2 2023 150 $368M +$24.4M -$22.9M +$1.52M QDPL, PTRB, PSX, COP, HERD 13F-HR 7/11/2023, 02:22 PM
Q1 2023 147 $357M +$35.3M -$22.7M +$12.6M QDPL, PTRB, PSX, COP, HERD 13F-HR 5/15/2023, 02:46 PM
Q4 2022 145 $336M +$22.9M -$13.2M +$9.65M PSX, QDPL, PTRB, COP, HERD 13F-HR 1/27/2023, 03:30 PM
Q3 2022 131 $302M +$48.3M -$39M +$9.23M PTRB, QDPL, PSX, COP, HERD 13F-HR 10/11/2022, 03:47 PM
Q2 2022 135 $306M +$61M -$39.3M +$21.7M PTRB, PSX, QDPL, COP, JEPI 13F-HR 7/21/2022, 03:16 PM
Q1 2022 141 $321M +$53.1M -$30.4M +$22.6M PTRB, PSX, COP, QDPL, JEPI 13F-HR 4/6/2022, 03:03 PM
Q4 2021 145 $267M +$59.3M -$39.7M +$19.6M PSX, BKLC, QDPL, JEPI, BKAG 13F-HR 2/8/2022, 03:24 PM
Q3 2021 135 $271M +$79.2M -$54M +$25.2M COP, PSX, BKLC, BKAG, JEPI 13F-HR 10/26/2021, 10:58 AM
Q2 2021 133 $250M +$57.4M -$34M +$23.4M COP, PSX, SPYV, JEPI, SMMD 13F-HR 8/19/2021, 01:40 PM
Q1 2021 114 $214M +$30.7M -$37.6M -$6.84M COP, PSX, SPYV, IVV, SMMD 13F-HR 5/24/2021, 03:07 PM
Q4 2020 103 $202M +$19.7M -$12.3M +$7.39M SPYV, COP, PSX, IVV, FVD 13F-HR 2/23/2021, 04:08 PM
Q3 2020 95 $171M +$34.2M -$14.5M +$19.7M SPYV, COP, PSX, IVV, FVD 13F-HR 12/9/2020, 03:03 PM
Q2 2020 92 $162M +$24.7M -$18.5M +$6.21M COP, PSX, SPYV, IVV, FVD 13F-HR 8/19/2020, 02:04 PM
Q1 2020 74 $131M +$29.6M -$17.3M +$12.4M PSX, SPYV, COP, FVD, IVV 13F-HR 5/27/2020, 11:31 AM
Q4 2019 71 $178M +$27M -$49.6M -$22.6M COP, PSX, FVD, SMMD, DBAW 13F-HR 2/12/2020, 12:44 PM
Q3 2019 76 $186M +$10.6M -$7.75M +$2.83M COP, PSX, IVV, ACWX, FVD 13F-HR 11/19/2019, 10:41 AM
Q2 2019 70 $182M +$13.1M -$14.5M -$1.32M COP, PSX, IVV, ACWX, IJH 13F-HR 8/15/2019, 10:38 AM
Q1 2019 73 $177M +$23.9M -$20.2M +$3.74M COP, PSX, IVV, ACWX, FVD 13F-HR 5/20/2019, 04:01 PM
Q4 2018 63 $163M $0 $0 COP, PSX, IVV, ACWX, FVD 13F-HR 2/12/2019, 03:25 PM