Freeport-McMoRan Inc.
MX ˙ BMV ˙ US35671D8570
SecurityMX:FCX / Freeport-McMoRan Inc.
InstitutionValued Wealth Advisors LLC
Latest Disclosed Ownership232 shares
Latest Disclosed Value $ 13,636
Valued Wealth Advisors LLC reports 68.12% increase in ownership of FCX / Freeport-McMoRan Inc.

On April 30, 2026 - Valued Wealth Advisors LLC filed a 13F-HR form disclosing ownership of 232 shares of Freeport-McMoRan Inc. (MX:FCX) valued at $13,636 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 138 shares of Freeport-McMoRan Inc.. This represents a change in shares of 68.12% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-30 2026-03-31 13F FREEPORT MCMORAN CL B 35671D857 232 94 68.12 14 85.71 0.0055
2026-01-30 2025-12-31 13F FREEPORT-MCMORAN CL B 35671D857 138 66 91.67 7 250.00 0.0031
2025-10-29 2025-09-30 13F FREEPORT-MCMORAN CL B 35671D857 72 17 30.91 3 0.00 0.0013
2025-08-06 2025-06-30 13F FREEPORT-MCMORAN CL B 35671D857 55 -229 -80.63 2 -80.00 0.0013
2025-05-01 2025-03-31 13F FREEPORTMCMORAN CL B 35671D857 284 -5 -1.73 11 -9.09 0.0065
2025-01-22 2024-12-31 13F FREEPORTMCMORAN CL B 35671D857 289 3 1.05 11 -21.43 0.0069
2024-10-28 2024-09-30 13F FREEPORT-MCMORAN CL B 35671D857 286 -4 -1.38 14 0.00 0.0093
2024-07-17 2024-06-30 13F FREEPORT-MCMORAN CL B 35671D857 290 36 14.17 14 27.27 0.0097
2024-04-30 2024-03-31 13F FREEPORT-MCMORAN CL B 35671D857 254 52 25.74 12 57.14 0.0085
2024-01-08 2023-12-31 13F FREEPORT-MCMORAN CL B 35671D857 202 202 8 0.0070
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.