Position in APA
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$263,067
+$24,979 QoQ
Shares Held
8,077
+44.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#523
of 806 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in APA Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Retirement Planning Group, LLC holds $4,394,697 across 6 Oil & Gas E&P names. APA ranks #3 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXE |
EXPAND ENERGY Corp
|
24,370 | $2,222,300 | |
| 2 | COP |
Conocophillips
|
13,302 | $1,382,875 | |
| 3 | APA |
APA Corp
This page
|
8,077 | $263,067 | |
| 4 | DVN |
Devon Energy Corp/De
|
5,647 | $233,334 | |
| 5 | OXY |
Occidental Petroleum Corp /De/
|
4,341 | $210,842 | |
| 6 | PROP |
Prairie Operating Co.
|
113,961 | $82,279 |
All Filings in APA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,067 | 8,077 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $238,088 | 5,610 | Shares | Sole | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||