STERLING INVESTMENT ADVISORS LLC /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, STERLING INVESTMENT ADVISORS LLC /ADV opened 0 positions, added to 3, reduced 3, sold out of 3 and left 3 unchanged. The largest increase in value was STM (+$589,717); the largest decrease was WEC (-$377,642).
- WEC: Country of operation United States; Class COM; Shares 2026-03-31 3,262; Shares 2026-06-30 0.
- CVX: Country of operation United States; Class COM; Shares 2026-03-31 1,410; Shares 2026-06-30 0.
- XOMXXXX: Country of operation —; Class COM; Shares 2026-03-31 1,607; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1009198): 2026-03-31 (filed 2026-04-14) and 2026-06-30 (filed 2026-07-09). 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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