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Physician Wealth Advisors’s Kosmos Energy KOS Stock Holding History

Physician Wealth Advisors’s Portfolio KOS Stock Details KOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-268
Closed -$612 – 1896
2025
Q1 		$612 Buy
+268
New +$791 ﹤0.01% 1336

Other funds holding KOS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return
EPIM
Equinox Partners Investment Management Stamford, Connecticut $245M AUM 225.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Physician Wealth Advisors's KOS Position: Q2 2025 in Review

Physician Wealth Advisors sold out of Kosmos Energy (KOS) in Q2 2025, closing a stake of 268 shares — an estimated $612 sold.

Physician Wealth Advisors first reported a position in KOS in Q1 2025 and held it in 1 quarter. The position peaked at $612 in Q1 2025. 226 funds tracked by Wall St. Rank hold KOS as of Q2 2025.

  • Physician Wealth Advisors reported no remaining Kosmos Energy position as of Q2 2025 after selling out during the quarter.
  • Physician Wealth Advisors sold 268 Kosmos Energy shares in Q2 2025, an estimated $612.
  • Physician Wealth Advisors first reported a position in Kosmos Energy in Q1 2025 and held it in 1 quarter.
  • Physician Wealth Advisors's Kosmos Energy position peaked at $612 in Q1 2025.
  • 226 funds tracked by Wall St. Rank held Kosmos Energy as of Q2 2025.

Based on Physician Wealth Advisors's 13F filing for Q2 2025, filed 14 Jul 2025.