Position in AR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$456
+$32 QoQ
Shares Held
13
+30.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#599
of 618 holders
Holding Since
Dec 2025
3 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, 2026SHP Wealth Management holds $508,142 across 21 Oil & Gas E&P names. AR ranks #20 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
1,640 | $170,494 | |
| 2 | EQT |
EQT Corp
|
2,075 | $110,327 | |
| 3 | EOG |
Eog Resources Inc
|
501 | $64,994 | |
| 4 | PR |
Permian Resources Corp
|
2,054 | $37,814 | |
| 5 | TPL |
Texas Pacific Land Corp
|
52 | $22,757 | |
| 6 | FANG |
Diamondback Energy, Inc.
|
129 | $22,675 | |
| 7 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
570 | $22,515 | |
| 8 | OXY |
Occidental Petroleum Corp /De/
|
381 | $18,505 |
All Filings in AR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $456 | 13 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $424 | 10 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $206 | 6 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||