Position in AR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,517,099
+$1,555,015 QoQ
Shares Held
185,461
+58.6% QoQ
Ownership
0.060%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#150
of 618 holders
Holding Since
Sep 2021
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AR 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. AR ranks #20 (1.9% 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 AR
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,517,099 | 185,461 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,962,084 | 116,920 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,780,577 | 80,690 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,889,193 | 56,293 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,233,091 | 30,613 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,297,274 | 32,079 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $844,914 | 24,106 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $655,196 | 22,869 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $687,054 | 21,056 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $571,764 | 19,716 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $298,037 | 13,141 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $355,040 | 13,989 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $317,767 | 13,798 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $252,604 | 10,940 | Shares | Sole | 2023-05-15 | |
| 2022-03-31 | $61 | 2 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $559,127 | 29,725 | Shares | Sole | 2021-11-10 | |
| No filing history on record for this holder in this stock. | ||||||