CIG
PEO

Cullen Investment Group’s Adams Natural Resources Fund PEO Stock Holding History

Cullen Investment Group’s Portfolio PEO Stock Details PEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$611K Buy
24,699
+349
+1% +$9.07K 0.07% 124
2026
Q1 		$677K Sell
24,350
-3,049
-11% -$77.1K 0.09% 115
2025
Q4 		$614K Buy
27,399
+454
+2% +$9.77K 0.08% 121
2025
Q3 		$583K Sell
26,945
-1,758
-6% -$37.9K 0.08% 122
2025
Q2 		$613K Sell
28,703
-700
-2% -$14.4K 0.09% 119
2025
Q1 		$671K Buy
29,403
+617
+2% +$13.8K 0.1% 124
2024
Q4 		$626K Sell
28,786
-569
-2% -$13K 0.09% 130
2024
Q3 		$656K Buy
29,355
+603
+2% +$13.4K 0.1% 128
2024
Q2 		$653K Buy
28,752
+109
+0.4% +$2.45K 0.1% 124
2024
Q1 		$648K Buy
28,643
+31
+0.1% +$633 0.1% 125
2023
Q4 		$568K Buy
+28,612
New +$586K 0.1% 131

Other funds holding PEO

WCM
Whitener Capital Management Rocky Mount, North Carolina $472M AUM 32.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return
CFSG
Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return