WA
OBE

WealthTrust Axiom’s Obsidian Energy OBE Stock Holding History

WealthTrust Axiom’s Portfolio OBE Stock Details OBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$109K Sell
13,357
-9,200
-41% -$103K 0.02% 292
2026
Q1 		$214K Sell
22,557
-10,750
-32% -$82.2K 0.05% 255
2025
Q4 		$204K Sell
33,307
-2,900
-8% -$17.6K 0.05% 249
2025
Q3 		$237K Sell
36,207
-8,030
-18% -$47.8K 0.06% 228
2025
Q2 		$246K Sell
44,237
-13,576
-23% -$67.2K 0.07% 213
2025
Q1 		$339K Sell
57,813
-13,250
-19% -$73.1K 0.1% 176
2024
Q4 		$411K Buy
71,063
+4,000
+6% +$22.8K 0.12% 157
2024
Q3 		$372K Buy
67,063
+6,850
+11% +$45.9K 0.11% 168
2024
Q2 		$450K Buy
60,213
+8,400
+16% +$65.9K 0.15% 139
2024
Q1 		$426K Buy
51,813
+29,075
+128% +$203K 0.14% 148
2023
Q4 		$154K Buy
22,738
+11,100
+95% +$85.5K 0.05% 226
2023
Q3 		$95.7K Buy
+11,638
New +$81.4K 0.03% 223
2023
Q1 		– Sell
-21,723
Closed -$144K – 260
2022
Q4 		$144K Sell
21,723
-13,400
-38% -$104K 0.05% 216
2022
Q3 		$251K Buy
35,123
+16,800
+92% +$136K 0.1% 179
2022
Q2 		$141K Buy
18,323
+7,100
+63% +$62.8K 0.05% 217
2022
Q1 		$99K Buy
+11,223
New +$89K 0.03% 245
2020
Q2 		– Sell
-58,343
Closed -$9K – 216
2020
Q1 		$9K Sell
58,343
-4,427
-7% -$2.53K ﹤0.01% 195
2019
Q4 		$45K Sell
62,770
-3,686
-6% -$2.38K 0.02% 226
2019
Q3 		$55K Sell
66,456
-3,855
-5% -$3.96K 0.02% 230
2019
Q2 		$83K Sell
70,311
-46
-0.1% -$83 0.03% 220
2019
Q1 		$135K Sell
70,357
-214
-0.3% -$570 0.05% 210
2018
Q4 		$199K Sell
70,571
-4,500
-6% -$19.9K 0.08% 186
2018
Q3 		$499K Buy
75,071
+17,907
+31% +$128K 0.17% 116
2018
Q2 		$452K Buy
57,164
+4,664
+9% +$36.7K 0.16% 119
2018
Q1 		$359K Buy
52,500
+2,429
+5% +$17.8K 0.13% 139
2017
Q4 		$434K Buy
50,071
+1,785
+4% +$14.5K 0.16% 118
2017
Q3 		$354K Buy
48,286
+215
+0.4% +$1.59K 0.13% 137
2017
Q2 		$427K Buy
+48,071
New +$427K 0.16% 123

Other funds holding OBE

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PM
Pembroke Management Montreal, Quebec, Canada $774M AUM 40.73% 1-Year Est. Return

WealthTrust Axiom's OBE Position: Q2 2026 in Review

WealthTrust Axiom reduced its Obsidian Energy (OBE) stake by 41% in Q2 2026, selling an estimated $103K and leaving 13,357 shares worth $109K. The position accounts for 0.02% of the portfolio, ranked #292.

WealthTrust Axiom first reported a position in OBE in Q2 2017 and has held it in 28 quarters since. The position peaked at $499K in Q3 2018. 104 funds tracked by Wall St. Rank hold OBE as of Q2 2026.

  • WealthTrust Axiom held 13,357 shares of Obsidian Energy worth $109K as of Q2 2026.
  • WealthTrust Axiom sold 9,200 Obsidian Energy shares in Q2 2026, an estimated $103K.
  • Obsidian Energy made up 0.02% of WealthTrust Axiom's portfolio in Q2 2026, its #292 holding.
  • WealthTrust Axiom first reported a position in Obsidian Energy in Q2 2017 and has held it in 28 quarters since.
  • WealthTrust Axiom's Obsidian Energy position peaked at $499K in Q3 2018.
  • 104 funds tracked by Wall St. Rank held Obsidian Energy as of Q2 2026.

Based on WealthTrust Axiom's 13F filing for Q2 2026, filed 11 Aug 2026.