Position in AR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$35
-$7 QoQ
Shares Held
1
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#617
of 618 holders
Holding Since
Sep 2024
8 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, 2026TFC Financial Management, Inc. holds $99,644 across 15 Oil & Gas E&P names. AR ranks #13 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
602 | $62,583 | |
| 2 | APA |
APA Corp
|
464 | $15,112 | |
| 3 | DVN |
Devon Energy Corp/De
|
183 | $7,561 | |
| 4 | EOG |
Eog Resources Inc
|
32 | $4,151 | |
| 5 | FANG |
Diamondback Energy, Inc.
|
21 | $3,691 | |
| 6 | TPL |
Texas Pacific Land Corp
|
7 | $3,063 | |
| 7 | EQT |
EQT Corp
|
37 | $1,967 | |
| 8 | MUR |
Murphy Oil Corp
|
22 | $716 |
All Filings in AR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35 | 1 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $42 | 1 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $34 | 1 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $33 | 1 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $40 | 1 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $40 | 1 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $35 | 1 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $28 | 1 | Shares | Sole | 2024-10-25 | |
| No filing history on record for this holder in this stock. | ||||||