Creative Planning

Position in CHRD — Chord Energy Corp

CIK 1540235 OVERLAND PARK, KS

Position in CHRD

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$13,833,843

+$1,143,569 QoQ

Shares Held

121,031

+35.6% QoQ

Ownership

0.221%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#56

of 516 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Energy · as of Jun 30, 2026

Creative Planning holds $350,842,306 across 45 Oil & Gas E&P names. CHRD ranks #12 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,833,843	121,031	+35.6%	Shares	Defined	2026-08-13
2026-03-31	$12,690,274	89,255	+57.5%	Shares	Defined	2026-05-12
2025-12-31	$5,252,938	56,666	+68.3%	Shares	Sole	2026-02-17
2025-09-30	$3,345,687	33,669	+59.5%	Shares	Sole	2025-11-14
2025-06-30	$2,044,599	21,111	+37.5%	Shares	Sole	2025-08-08
2025-03-31	$1,731,041	15,357	+29.9%	Shares	Sole	2025-05-15
2024-12-31	$1,382,344	11,823	+13.0%	Shares	Defined	2025-02-14
2024-09-30	$1,363,117	10,467	-29.0%	Shares	Defined	2024-10-11
2024-06-30	$2,472,940	14,748	+85.2%	Shares	Sole	2024-08-15
2024-03-31	$1,419,146	7,962	+15.1%	Shares	Defined	2024-05-13
2023-12-31	$1,149,978	6,918	+23.5%	Shares	Defined	2024-02-14
2023-09-30	$908,078	5,603	+55.1%	Shares	Sole	2023-11-16
2023-06-30	$555,679	3,613	+127.5%	Shares	Sole	2023-07-21
2023-03-31	$213,744	1,588	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.