CIG
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Cullen Investment Group’s Black Stone Minerals BSM Stock Holding History

Cullen Investment Group’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 		$239K Buy
17,083
+362
+2% +$5.04K 0.03% 169
2026
Q1 		$253K Buy
16,721
+329
+2% +$4.88K 0.03% 166
2025
Q4 		$225K Buy
16,392
+351
+2% +$4.74K 0.03% 169
2025
Q3 		$214K Buy
16,041
+374
+2% +$4.71K 0.03% 171
2025
Q2 		$205K Buy
15,667
+413
+3% +$5.71K 0.03% 172
2025
Q1 		$233K Buy
15,254
+372
+2% +$5.59K 0.04% 162
2024
Q4 		$217K Buy
14,882
+357
+2% +$5.32K 0.03% 167
2024
Q3 		$219K Buy
14,525
+364
+3% +$5.45K 0.03% 171
2024
Q2 		$222K Buy
14,161
+322
+2% +$5.15K 0.04% 164
2024
Q1 		$228K Buy
13,839
+415
+3% +$6.57K 0.04% 165
2023
Q4 		$214K Buy
+13,424
New +$231K 0.04% 165

Other funds holding BSM

PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
FSA
Franklin Street Advisors Chapel Hill, North Carolina $1.79B AUM 28.1% 1-Year Est. Return
CWS
Cypress Wealth Services Palm Desert, California $813M AUM 27.86% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return