Position in BSM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$170,643
-$20,095 QoQ
Shares Held
12,215
-3.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#142
of 197 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BSM 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. BSM ranks #42 (0.0% 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 BSM
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $170,643 | 12,215 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $190,738 | 12,615 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $162,337 | 12,215 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $168,481 | 12,822 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $178,999 | 13,685 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $204,847 | 13,415 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $173,535 | 11,886 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $179,040 | 11,857 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $250,046 | 15,957 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $191,775 | 12,001 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $210,336 | 13,179 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $211,205 | 12,258 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $272,234 | 17,068 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $211,344 | 13,470 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $260,978 | 15,470 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $188,582 | 12,050 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $166,210 | 12,141 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||