Allied Investment Advisors, LLC quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Allied Investment Advisors, LLC opened 8 positions, added to 38, reduced 15, sold out of 3 and left 20 unchanged. The largest increase in value was XOM (+$17,536,805); the largest decrease was XOMXXXX (-$21,446,386).
- XOMXXXX: Country of operation —; Class Stock; Shares 2026-03-31 126,408; Shares 2026-06-30 0.
- POWL: Country of operation United States; Class Stock; Shares 2026-03-31 642; Shares 2026-06-30 0.
- FSLR: Country of operation United States; Class Stock; Shares 2026-03-31 1,027; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1729869): 2026-03-31 (filed 2026-04-27) and 2026-06-30 (filed 2026-07-20). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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