First Dallas Securities Inc. Reduced Holdings in Q2 2025

First Dallas Securities Inc.

  • $245 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
TPL
Texas Pacific Land Corp

Energy
-1.88K
- 7.5%
$1036.28 - $1430.55 $1.95M - $2.69M
23.2K $24.5M
AAPL
Apple Inc.

Technology
-2.11K
- 2.94%
$172.42 - $223.89 $364K - $473K
69.7K $14.3M
OKE
Oneok Inc

Energy
-1.79K
- 2.45%
$78.71 - $100.37 $141K - $180K
71.3K $5.82M
DVN
Devon Energy Corp

Energy
-24.3K
- 43.34%
$26.8 - $37.92 $651K - $921K
31.8K $1.01M
MRK
Merck & Co., Inc.

Healthcare
-8.74K
- 42.28%
$73.47 - $87.12 $642K - $761K
11.9K $944K
GOOG
Alphabet Inc.

Communication Services
-5.85K
- 78.56%
$146.58 - $180.01 $857K - $1.05M
1.6K $282K
XOM
Exxon Mobil Corp

Energy
-1.78K
- 3.52%
$99.93 - $119.04 $178K - $212K
48.8K $5.26M
WYNN
Wynn Resorts LTD

Consumer Cyclical
-13.2K
- 26.4%
$66.1 - $97.75 $873K - $1.29M
36.8K $3.45M
ABNB
Airbnb, Inc.

Consumer Cyclical
-5.58K
- 67.74%
$105.69 - $140.64 $589K - $784K
2.66K $351K
ABBV
Abb Vie Inc.

Healthcare
-860
- 4.9%
$170.16 - $206.27 $146K - $177K
16.7K $3.1M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.1K
- 39.64%
$285.55 - $321.23 $314K - $353K
1.68K $489K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
-14K
- 45.02%
$15.5 - $20.28 $217K - $284K
17.1K $346K
JNJ
Johnson & Johnson

Healthcare
-606
- 5.42%
$146.36 - $159.82 $88.7K - $96.9K
10.6K $1.62M
GMRE
Global Medical Reit Inc.

Real Estate
-22K
- 57.89%
$6.16 - $8.72 $136K - $192K
16K $110K
CVX
Chevron Corp

Energy
-950
- 33.05%
$133.73 - $168.51 $127K - $160K
1.92K $275K
FANG
Diamondback Energy, Inc.

Energy
-990
- 38.98%
$119.25 - $161.49 $118K - $160K
1.55K $212K
BANC
Banc Of California, Inc.

Financial Services
-11.3K
- 14.43%
$12.06 - $14.62 $136K - $164K
66.7K $937K
FDX
Fedex Corp

Industrials
-530
- 20.85%
$198.07 - $245.17 $105K - $130K
2.01K $457K
DUK
Duke Energy Corp

Utilities
-1.04K
- 10.35%
$112.46 - $124.05 $117K - $129K
9.02K $1.06M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-150
- 9.36%
$483.48 - $539.8 $72.5K - $81K
1.45K $705K
AEP
American Electric Power CO Inc

Utilities
-704
- 5.95%
$98.59 - $109.11 $69.4K - $76.8K
11.1K $1.15M
HD
Home Depot, Inc.

Consumer Cyclical
-374
- 3.83%
$335.24 - $380.78 $125K - $142K
9.39K $3.44M
VZ
Verizon Communications Inc

Communication Services
-1.64K
- 5.61%
$41.67 - $45.62 $68.5K - $75K
27.6K $1.2M
XEL
Xcel Energy Inc

Utilities
-846
- 3.26%
$65.65 - $72.39 $55.5K - $61.2K
25.1K $1.71M
COP
Conocophillips

Energy
-730
- 18.73%
$82.66 - $106.1 $60.3K - $77.5K
3.17K $284K
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
-5.1K
- 4.48%
$25.26 - $29.45 $129K - $150K
109K $3.03M
T
At&T Inc.

Communication Services
-6.35K
- 6.92%
$26.33 - $28.94 $167K - $184K
85.3K $2.47M
BAC
Bank Of America Corp

Financial Services
-8.12K
- 16.55%
$34.39 - $47.46 $279K - $385K
41K $1.94M
PEP
Pepsico Inc

Consumer Defensive
-396
- 14.49%
$128.02 - $151.37 $50.7K - $59.9K
2.34K $308K
GOOGL
Alphabet Inc.

Communication Services
-1.68K
- 17.34%
$144.7 - $178.6 $243K - $300K
8.01K $1.41M
AEE
Ameren Corp

Utilities
-499
- 8.72%
$94.23 - $101.68 $47K - $50.7K
5.23K $501K
CMC
Commercial Metals CO

Basic Materials
-3.09K
- 10.35%
$39.2 - $50.67 $121K - $157K
26.8K $1.31M
CFR
Cullen/Frost Bankers, Inc.

Financial Services
-600
- 15.47%
$105.8 - $131.55 $63.5K - $78.9K
3.28K $421K
CHK
Chesapeake Energy Corp

Energy
-743
- 2.81%
N/A
25.7K $2.2M
SCHW
Schwab Charles Corp

Financial Services
-3.31K
- 17.96%
$69.06 - $91.24 $228K - $302K
15.1K $1.38M
PTLO
Portillo'S Inc.

Consumer Cyclical
-4K
- 9.7%
$10.34 - $13.35 $41.4K - $53.4K
37.3K $434K
KO
Coca Cola CO

Consumer Defensive
-395
- 3.26%
$68.37 - $73.9 $27K - $29.2K
11.7K $829K
LUV
Southwest Airlines CO

Industrials
-800
- 7.32%
$24.04 - $34.36 $19.2K - $27.5K
10.1K $328K
PG
Procter & Gamble CO

Consumer Defensive
-50
- 2.83%
$157.66 - $172.39 $7.88K - $8.62K
1.72K $273K
PANW
Palo Alto Networks Inc

Technology
-600
- 18.99%
$152.44 - $204.64 $91.5K - $123K
2.56K $523K
TBK
Triumph Bancorp, Inc.

Financial Services
-200
- 4.68%
N/A
4.08K $261K
FOUR
Shift4 Payments, Inc.

Technology
-775
- 19.38%
$72.5 - $99.11 $56.2K - $76.8K
3.23K $319K
Life360 Inc
-5.4K
- 51.67%
N/A
5.05K $0
RTX
Raytheon Technologies Corp

Industrials
-249
- 9.3%
$113.75 - $148.48 $28.3K - $37K
2.43K $354K
Healthcare Realty Trust Cl A
-28.8K
- 34.12%
N/A
55.5K $0
EQT
Eqt Corp

Energy
-300
- 6.91%
$46.11 - $60.44 $13.8K - $18.1K
4.04K $235K
URI
United Rentals, Inc.

Industrials
-20
- 6.25%
$551.94 - $753.4 $11K - $15.1K
300 $226K
BX
Blackstone Inc.

Financial Services
-205
- 3.1%
$120.07 - $151.11 $24.6K - $31K
6.41K $958K
AVGO
Broadcom Inc.

Technology
-530
- 25.24%
$146.29 - $275.65 $77.5K - $146K
1.57K $432K
Activity Summary
Buys All Purchases 45 New Holdings 17 Increased Positions 28 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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