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Chase Investment Counsel’s Antero Midstream AM Stock Holding History

Chase Investment Counsel’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 		– Sell
-240,474
Closed -$4.28M – 150
2025
Q4 		$4.28M Buy
240,474
+3,750
+2% +$67.6K 1.2% 31
2025
Q3 		$4.6M Sell
236,724
-5,148
-2% -$93K 1.36% 24
2025
Q2 		$4.58M Buy
241,872
+1,159
+0.5% +$20.7K 1.47% 26
2025
Q1 		$4.33M Buy
+240,713
New +$3.99M 1.59% 24
2024
Q1 		– Sell
-166,889
Closed -$2.09M – 132
2023
Q4 		$2.09M Buy
+166,889
New +$2.1M 0.92% 41

Other funds holding AM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Chase Investment Counsel's AM Position: Q1 2026 in Review

Chase Investment Counsel sold out of Antero Midstream (AM) in Q1 2026, closing a stake of 240,474 shares — an estimated $4.28M sold.

Chase Investment Counsel first reported a position in AM in Q4 2023 and held it in 5 quarters. The position peaked at $4.6M in Q3 2025. 515 funds tracked by Wall St. Rank hold AM as of Q1 2026.

  • Chase Investment Counsel reported no remaining Antero Midstream position as of Q1 2026 after selling out during the quarter.
  • Chase Investment Counsel sold 240,474 Antero Midstream shares in Q1 2026, an estimated $4.28M.
  • Chase Investment Counsel first reported a position in Antero Midstream in Q4 2023 and held it in 5 quarters.
  • Chase Investment Counsel's Antero Midstream position peaked at $4.6M in Q3 2025.
  • 515 funds tracked by Wall St. Rank held Antero Midstream as of Q1 2026.

Based on Chase Investment Counsel's 13F filing for Q1 2026, filed 12 May 2026.