Chase Investment Counsel’s Black Stone Minerals BSM Stock Holding History

Chase Investment Counsel’s Portfolio BSM Stock Details BSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.05M	Hold	75,577	–	–	0.22%	81
2026 Q1	$1.14M	Hold	75,577	–	–	0.3%	73
2025 Q4	$1M	Hold	75,577	–	–	0.28%	74
2025 Q3	$993K	Buy	75,577 +40,663	+116%	+$512K	0.29%	70
2025 Q2	$456K	Hold	34,914	–	–	0.15%	100
2025 Q1	$533K	Hold	34,914	–	–	0.2%	85
2024 Q4	$509K	Hold	34,914	–	–	0.16%	91
2024 Q3	$527K	Sell	34,914 -4,874	-12%	-$73K	0.18%	86
2024 Q2	$623K	Hold	39,788	–	–	0.22%	89
2024 Q1	$635K	Hold	39,788	–	–	0.24%	90
2023 Q4	$635K	Sell	39,788 -24,044	-38%	-$414K	0.28%	85
2023 Q3	$1.1M	Hold	63,832	–	–	0.55%	52
2023 Q2	$1.02M	Hold	63,832	–	–	0.51%	55
2023 Q1	$1M	Hold	63,832	–	–	0.55%	52
2022 Q4	$1.08M	Hold	63,832	–	–	0.66%	52
2022 Q3	$998K	Buy	+63,832	New	+$968K	0.63%	49

Other funds holding BSM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WMRU

William Marsh Rice University Houston, Texas $219M AUM 16.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PDM

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

IMA

Investment Management Associates Greenwood Village, Colorado $487M AUM 11.51% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LCAM

Long Corridor Asset Management Hong Kong $331M AUM 10.35% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Chase Investment Counsel's BSM Position: Q2 2026 in Review

Chase Investment Counsel held its Black Stone Minerals (BSM) position steady in Q2 2026 at 75,577 shares worth $1.05M. The position accounts for 0.22% of the portfolio, ranked #81.

Chase Investment Counsel first reported a position in BSM in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.14M in Q1 2026. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

Chase Investment Counsel held 75,577 shares of Black Stone Minerals worth $1.05M as of Q2 2026.
Chase Investment Counsel left its Black Stone Minerals share count unchanged in Q2 2026.
Black Stone Minerals made up 0.22% of Chase Investment Counsel's portfolio in Q2 2026, its #81 holding.
Chase Investment Counsel first reported a position in Black Stone Minerals in Q3 2022 and has held it in 16 quarters since.
Chase Investment Counsel's Black Stone Minerals position peaked at $1.14M in Q1 2026.
200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Chase Investment Counsel's 13F filing for Q2 2026, filed 6 Aug 2026.