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Evergreen Capital Management’s Black Stone Minerals BSM Stock Holding History

Evergreen Capital Management’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
2020
Q3 		– Sell
-2,000
Closed -$13K – 426
2020
Q2 		$13K Hold
2,000
– – ﹤0.01% 394
2020
Q1 		$9K Hold
2,000
– – ﹤0.01% 369
2019
Q4 		$25K Buy
+2,000
New +$25.5K ﹤0.01% 471

Other funds holding BSM

WMRU
William Marsh Rice University Houston, Texas $219M AUM 16.08% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SCM
Saber Capital Management Fuquay Varina, North Carolina $147M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LAM
Lummis Asset Management Fort Worth, Texas $167M AUM 24.71% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return

Evergreen Capital Management's BSM Position: Q2 2026 in Review

Evergreen Capital Management reduced its Black Stone Minerals (BSM) stake by 1.8% in Q2 2026, selling an estimated $48.5K and leaving 194,470 shares worth $2.72M. The position accounts for 0.05% of the portfolio, ranked #286.

Evergreen Capital Management first reported a position in BSM in Q2 2017 and has held it in 33 quarters since. The position peaked at $11.7M in Q4 2017. 110 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

  • Evergreen Capital Management held 194,470 shares of Black Stone Minerals worth $2.72M as of Q2 2026.
  • Evergreen Capital Management sold 3,490 Black Stone Minerals shares in Q2 2026, an estimated $48.5K.
  • Black Stone Minerals made up 0.05% of Evergreen Capital Management's portfolio in Q2 2026, its #286 holding.
  • Evergreen Capital Management first reported a position in Black Stone Minerals in Q2 2017 and has held it in 33 quarters since.
  • Evergreen Capital Management's Black Stone Minerals position peaked at $11.7M in Q4 2017.
  • 110 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.