Position in AR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$781,829
+$204,348 QoQ
Shares Held
22,249
+63.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#312
of 618 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026HB Wealth Management, LLC holds $25,469,430 across 20 Oil & Gas E&P names. AR ranks #10 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
63,925 | $6,645,643 | |
| 2 | EOG |
Eog Resources Inc
|
29,863 | $3,874,126 | |
| 3 | DVN |
Devon Energy Corp/De
|
50,855 | $2,101,328 | |
| 4 | TPL |
Texas Pacific Land Corp
|
4,721 | $2,066,098 | |
| 5 | OXY |
Occidental Petroleum Corp /De/
|
40,600 | $1,971,942 | |
| 6 | EQT |
EQT Corp
|
34,086 | $1,812,352 | |
| 7 | FANG |
Diamondback Energy, Inc.
|
7,291 | $1,281,611 | |
| 8 | APA |
APA Corp
|
31,654 | $1,030,970 |
All Filings in AR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $781,829 | 22,249 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $577,481 | 13,607 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $357,212 | 10,366 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $316,605 | 9,434 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $340,003 | 8,441 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $232,934 | 5,760 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $203,009 | 5,792 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||