OBE β€” OBSIDIAN ENERGY LTD COM

Ownership history in EverSource Wealth Advisors, LLC  Β·  3 quarters on record

This page tracks every 13F SEC filing in which EverSource Wealth Advisors, LLC reported a position in OBSIDIAN ENERGY LTD COM (OBE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

Position Intelligence

EverSource Wealth Advisors, LLC Γ— OBE AI Analytics

πŸ“‰ EverSource Wealth Advisors, LLC underperformed the S&P 500 by –12.7% annually on this OBE position. Average cost basis: $5.86. Maximum drawdown during holding period: –5.3%.

πŸ“ˆ Position Alpha vs SPY
-12.7%
annualised excess return

❌ Significantly underperformed the S&P 500 by 12.7% ann.
2 quarters analyzed

πŸ’° Entry Quality
$5.86
+11.6% vs current ($6.54)

Best entry: $5.86 (2025 Q1)  Β·  Worst: $5.86 (2025 Q1)

πŸ›‘οΈ Drawdown Resilience
–5.3%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

1 add Β· 0 trims. Bought during 0 of 1 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    OBE price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 23 β€” 0% 0.00% $150 $6.54
2025 Q2 UNCHANGED 23 β€” 0% 0.00% $128 $5.55
2025 Q1 INITIATED 23 β€” β€” 0.00% $135 $5.86

🏒 Other funds also holding OBE

As of 2025 Q4 β€” sorted by position size

Spark Investment Management LLC 3Y 7Y 1.48% Kerrisdale Advisers, LLC 3Y 7Y 0.24% Diametric Capital, LP 3Y 7Y 0.16% Register Financial Advisors LLC 3Y 0.1% DGS Capital Management, LLC 3Y 0.06% Versor Investments LP 3Y 7Y 0.04% RENAISSANCE GROUP LLC 3Y 7Y 0.04% Essex LLC 3Y 0.02% Quadrature Capital Ltd 3Y 7Y 0.02% X-Square Capital, LLC 3Y 7Y 0.02%
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