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SHP Wealth Management’s Mach Natural Resources MNR Stock Holding History

SHP Wealth Management’s Portfolio MNR Stock Details MNR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.82K Hold
487
– – ﹤0.01% 997
2025
Q4 		$5.38K Buy
+487
New +$5.84K ﹤0.01% 971

Other funds holding MNR

KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.22B AUM 17.11% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $16.4B AUM 34.6% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74.4B AUM
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
POIA
Pin Oak Investment Advisors Houston, Texas $141M AUM 20.83% 1-Year Est. Return

SHP Wealth Management's MNR Position: Q1 2026 in Review

SHP Wealth Management held its Mach Natural Resources (MNR) position steady in Q1 2026 at 487 shares worth $6.82K. The position accounts for ﹤0.01% of the portfolio, ranked #997.

SHP Wealth Management first reported a position in MNR in Q4 2025 and has held it in 2 quarters since. 62 funds tracked by Wall St. Rank hold MNR as of Q1 2026.

  • SHP Wealth Management held 487 shares of Mach Natural Resources worth $6.82K as of Q1 2026.
  • SHP Wealth Management left its Mach Natural Resources share count unchanged in Q1 2026.
  • Mach Natural Resources made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #997 holding.
  • SHP Wealth Management first reported a position in Mach Natural Resources in Q4 2025 and has held it in 2 quarters since.
  • 62 funds tracked by Wall St. Rank held Mach Natural Resources as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.