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INVESTMENT ADVISORY SERVICES INC /TX /ADV Last Quarter Change: USA Stocks, Sold Out

INVESTMENT ADVISORY SERVICES INC /TX /ADV 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, INVESTMENT ADVISORY SERVICES INC /TX /ADV opened 14 positions, added to 45, reduced 34, sold out of 6 and left 15 unchanged. The largest increase in value was DVN (+$2,901,581); the largest decrease was CTRA (-$3,660,112).

  • CTRA: Country of operation United States; Class COM; Shares 2026-03-31 104,158; Shares 2026-06-30 0.
  • POOL: Country of operation United States; Class COM; Shares 2026-03-31 3,198; Shares 2026-06-30 0.
  • ZTS: Country of operation United States; Class CL A; Shares 2026-03-31 5,404; Shares 2026-06-30 0.
  • DE: Country of operation United States; Class COM; Shares 2026-03-31 449; Shares 2026-06-30 0.

Two Form 13F-HR filings compared (SEC CIK 925953): 2026-03-31 (filed 2026-04-17) and 2026-06-30 (filed 2026-07-14). 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.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
CTRA
COTERRA ENERGY INC
United StatesCOM104,1580-104,158$3,660,112$0-$3,660,112
POOL
POOL CORP
United StatesCOM3,1980-3,198$647,067$0-$647,067
ZTS
ZOETIS INC
United StatesCL A5,4040-5,404$638,813$0-$638,813
DE
DEERE & CO
United StatesCOM4490-449$253,008$0-$253,008
TREX
TREX INC
United StatesCOM5,5880-5,588$203,515$0-$203,515
ASML
ASML HLDG NV
N Y REGISTRY SHS1520-152$200,766$0-$200,766

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