SFMG Wealth Advisors’s Kosmos Energy KOS Stock Holding History

SFMG 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
2026 Q2	$134K	Hold	63,480	–	–	0.01%	331
2026 Q1	$176K	Sell	63,480 -20,000	-24%	-$37.6K	0.01%	302
2025 Q4	$75.8K	Sell	83,480 -10,000	-11%	-$13.2K	0.01%	305
2025 Q3	$155K	Hold	93,480	–	–	0.01%	291
2025 Q2	$161K	Hold	93,480	–	–	0.01%	259
2025 Q1	$213K	Hold	93,480	–	–	0.02%	250
2024 Q4	$320K	Hold	93,480	–	–	0.03%	192
2024 Q3	$377K	Hold	93,480	–	–	0.03%	177
2024 Q2	$518K	Hold	93,480	–	–	0.05%	135
2024 Q1	$557K	Hold	93,480	–	–	0.05%	133
2023 Q4	$627K	Sell	93,480 -620	-0.7%	-$4.34K	0.06%	115
2023 Q3	$770K	Hold	94,100	–	–	0.08%	97
2023 Q2	$564K	Hold	94,100	–	–	0.06%	113
2023 Q1	$700K	Hold	94,100	–	–	0.08%	107
2022 Q4	$598K	Hold	94,100	–	–	0.07%	119
2022 Q3	$539K	Hold	94,100	–	–	0.06%	120
2022 Q2	$582K	Hold	94,100	–	–	0.07%	118
2022 Q1	$677K	Sell	94,100 -9,500	-9%	-$48.4K	0.07%	115
2021 Q4	$358K	Hold	103,600	–	–	0.03%	179
2021 Q3	$307K	Sell	103,600 -100	-0.1%	-$244	0.03%	191
2021 Q2	$359K	Buy	103,700 +100	+0.1%	+$310	0.04%	179
2021 Q1	$318K	Hold	103,600	–	–	0.04%	180
2020 Q4	$243K	Hold	103,600	–	–	0.03%	189
2020 Q3	$101K	Hold	103,600	–	–	0.01%	178
2020 Q2	$172K	Hold	103,600	–	–	0.02%	154
2020 Q1	$93K	Buy	103,600 +92,000	+793%	+$366K	0.01%	133
2019 Q4	$66K	Buy	+11,600	New	+$70K	0.01%	167
2016 Q1	–	Sell	-10,000	Closed	-$52K	–	110
2015 Q4	$52K	Hold	10,000	–	–	0.01%	109
2015 Q3	$56K	Hold	10,000	–	–	0.01%	111
2015 Q2	$84K	Sell	10,000 -4,000	-29%	-$35.6K	0.02%	119
2015 Q1	$111K	Buy	+14,000	New	+$117K	0.01%	175

Other funds holding KOS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

EPIM

Equinox Partners Investment Management Stamford, Connecticut $212M AUM 153.42% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

SFMG Wealth Advisors's KOS Position: Q2 2026 in Review

SFMG Wealth Advisors held its Kosmos Energy (KOS) position steady in Q2 2026 at 63,480 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #331.

SFMG Wealth Advisors first reported a position in KOS in Q1 2015 and has held it in 31 quarters since. The position peaked at $770K in Q3 2023. 266 funds tracked by Wall St. Rank hold KOS as of Q2 2026.

SFMG Wealth Advisors held 63,480 shares of Kosmos Energy worth $134K as of Q2 2026.
SFMG Wealth Advisors left its Kosmos Energy share count unchanged in Q2 2026.
Kosmos Energy made up 0.01% of SFMG Wealth Advisors's portfolio in Q2 2026, its #331 holding.
SFMG Wealth Advisors first reported a position in Kosmos Energy in Q1 2015 and has held it in 31 quarters since.
SFMG Wealth Advisors's Kosmos Energy position peaked at $770K in Q3 2023.
266 funds tracked by Wall St. Rank held Kosmos Energy as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.