Position in APA
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$14,151,273
+$2,257,421 QoQ
Shares Held
434,488
+55.0% QoQ
Ownership
0.124%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#84
of 810 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in APA Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Creative Planning holds $350,842,306 across 45 Oil & Gas E&P names. APA ranks #11 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
411,196 | $42,747,935 | |
| 2 | EOG |
Eog Resources Inc
|
286,428 | $37,158,304 | |
| 3 | DVN |
Devon Energy Corp/De
|
548,051 | $22,645,466 | |
| 4 | OXY |
Occidental Petroleum Corp /De/
|
361,111 | $17,539,160 | |
| 5 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
423,575 | $16,731,212 | |
| 6 | TPL |
Texas Pacific Land Corp
|
37,295 | $16,321,782 | |
| 7 | MGY |
Magnolia Oil & Gas Corp
|
633,423 | $16,202,960 | |
| 8 | PR |
Permian Resources Corp
|
853,833 | $15,719,064 |
All Filings in APA
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,151,273 | 434,488 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $11,893,852 | 280,251 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,398,126 | 220,692 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,605,434 | 148,494 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,592,753 | 141,758 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,477,853 | 70,307 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,136,360 | 135,832 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,363,228 | 55,733 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,873,116 | 63,625 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,284,608 | 37,365 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,210,088 | 33,726 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,006,004 | 24,477 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $830,228 | 24,297 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $830,750 | 23,038 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $935,607 | 20,043 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $575,862 | 16,843 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $814,635 | 23,342 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $734,640 | 17,775 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $447,530 | 16,643 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $387,775 | 18,095 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $378,481 | 17,498 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $381,055 | 21,288 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||