Managers / Q1 2020 · view latest →
Advisory Resource Group
CIK 0001764968 · 4625 E. 91ST ST., TULSA, OK, 74137 · (918) 481-1934
Reported Value
$131M
Q1 2020
Positions
74
Filings on Record
30
2019–present window
Filed
May 27, 2020
original filing
Summary
Advisory Resource Group reported $131M in U.S.-listed holdings across 74 positions for Q1 2020.
Its largest position, PSX, represents 13.0% of the portfolio.
Compared with Q4 2019, the fund opened 8 new positions and exited 5.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q1 2020
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $581M | 172 | May 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $569M | 171 | Feb 12, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $557M | 172 | Oct 22, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $520M | 167 | Aug 8, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $491M | 162 | Apr 21, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $471M | 158 | Jan 28, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $468M | 158 | Nov 20, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $443M | 155 | Jul 24, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $436M | 158 | May 17, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $401M | 150 | Jan 11, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $368M | 150 | Jul 11, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $357M | 147 | May 15, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $336.3B | 145 | Jan 27, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $302M | 131 | Oct 11, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $306M | 135 | Jul 21, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $321M | 141 | Apr 6, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $300M | 145 | Feb 8, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $271M | 135 | Oct 26, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $250M | 133 | Aug 19, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $214M | 114 | May 24, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q4 2020 | $202M | 103 | Feb 23, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2020 | $162M | 92 | Aug 19, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q1 2020 | $131M | 74 | May 27, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q4 2019 | $178M | 71 | Feb 12, 2020 | 13F-HR | changes · EDGAR ↗ |
| Q3 2019 | $186M | 76 | Nov 19, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q2 2019 | $182M | 70 | Aug 15, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q1 2019 | $179M | 73 | May 20, 2019 | 13F-HR | changes · EDGAR ↗ |
| Q4 2018 | $163M | 63 | Feb 12, 2019 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.