Capital Advisors Inc’s Antero Midstream AM Stock Holding History

Capital Advisors Inc’s Portfolio AM Stock Details AM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$445K	Hold	19,521	–	–	0.01%	238
2025 Q4	$347K	Buy	19,521 +5,521	+39%	+$99.5K	0.01%	249
2025 Q3	$272K	Hold	14,000	–	–	﹤0.01%	273
2025 Q2	$265K	Hold	14,000	–	–	﹤0.01%	275
2025 Q1	$252K	Hold	14,000	–	–	0.01%	278
2024 Q4	$211K	Hold	14,000	–	–	﹤0.01%	293
2024 Q3	$211K	Hold	14,000	–	–	﹤0.01%	283
2024 Q2	$206K	Hold	14,000	–	–	﹤0.01%	297
2024 Q1	$197K	Hold	14,000	–	–	﹤0.01%	295
2023 Q4	$175K	Hold	14,000	–	–	﹤0.01%	281
2023 Q3	$168K	Hold	14,000	–	–	﹤0.01%	253
2023 Q2	$162K	Hold	14,000	–	–	﹤0.01%	265
2023 Q1	$147K	Hold	14,000	–	–	﹤0.01%	248
2022 Q4	$151K	Sell	14,000 -1,885	-12%	-$20K	﹤0.01%	244
2022 Q3	$156K	Buy	+15,885	New	+$156K	﹤0.01%	232
2020 Q4	–	Sell	-12,500	Closed	-$67K	–	214
2020 Q3	$67K	Sell	12,500 -400	-3%	-$2.44K	﹤0.01%	194
2020 Q2	$88K	Buy	+12,900	New	+$57.1K	﹤0.01%	182

Other funds holding AM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Capital Advisors Inc's AM Position: Q1 2026 in Review

Capital Advisors Inc held its Antero Midstream (AM) position steady in Q1 2026 at 19,521 shares worth $445K. The position accounts for 0.01% of the portfolio, ranked #238.

Capital Advisors Inc first reported a position in AM in Q2 2020 and has held it in 17 quarters since. 510 funds tracked by Wall St. Rank hold AM as of Q1 2026.

Capital Advisors Inc held 19,521 shares of Antero Midstream worth $445K as of Q1 2026.
Capital Advisors Inc left its Antero Midstream share count unchanged in Q1 2026.
Antero Midstream made up 0.01% of Capital Advisors Inc's portfolio in Q1 2026, its #238 holding.
Capital Advisors Inc first reported a position in Antero Midstream in Q2 2020 and has held it in 17 quarters since.
510 funds tracked by Wall St. Rank held Antero Midstream as of Q1 2026.

Based on Capital Advisors Inc's 13F filing for Q1 2026, filed 27 Apr 2026.