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Avion Wealth’s Dorchester Minerals DMLP Stock Holding History

Avion Wealth’s Portfolio DMLP Stock Details DMLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12K Hold
512
– – ﹤0.01% 533
2026
Q1 		$13K Hold
512
– – ﹤0.01% 416
2025
Q4 		$11K Buy
512
+200
+64% +$4.68K ﹤0.01% 460
2025
Q3 		$8K Hold
312
– – ﹤0.01% 533
2025
Q2 		$8K Buy
+312
New +$8.77K ﹤0.01% 517

Other funds holding DMLP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
TCWA
Turtle Creek Wealth Advisors Dallas, Texas $1.89B AUM 33.61% 1-Year Est. Return
HBWM
Hollow Brook Wealth Management Katonah, New York $504M AUM 26.89% 1-Year Est. Return
MB
MidFirst Bank Oklahoma City, Oklahoma $1.41B AUM
MIM
Meixler Investment Management Show Low, Arizona $181M AUM 22.17% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
AI
ArchPoint Investors Coral Gables, Florida $473M AUM 49.24% 1-Year Est. Return

Avion Wealth's DMLP Position: Q2 2026 in Review

Avion Wealth held its Dorchester Minerals (DMLP) position steady in Q2 2026 at 512 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

Avion Wealth first reported a position in DMLP in Q2 2025 and has held it in 5 quarters since. The position peaked at $13K in Q1 2026. 153 funds tracked by Wall St. Rank hold DMLP as of Q2 2026.

  • Avion Wealth held 512 shares of Dorchester Minerals worth $12K as of Q2 2026.
  • Avion Wealth left its Dorchester Minerals share count unchanged in Q2 2026.
  • Dorchester Minerals made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #533 holding.
  • Avion Wealth first reported a position in Dorchester Minerals in Q2 2025 and has held it in 5 quarters since.
  • Avion Wealth's Dorchester Minerals position peaked at $13K in Q1 2026.
  • 153 funds tracked by Wall St. Rank held Dorchester Minerals as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.