Position in CNX
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$220,272
-$30,841 QoQ
Shares Held
6,492
-0.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.84%
of 13F equity value
Holder Rank
#254
of 380 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CNX Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026SwitchPoint Financial Planning, LLC holds $717,867 across 2 Oil & Gas E&P names. CNX ranks #2 (30.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TPL |
Texas Pacific Land Corp
|
1,137 | $497,595 | |
| 2 | CNX |
CNX Resources Corp
This page
|
6,492 | $220,272 |
All Filings in CNX
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $220,272 | 6,492 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $251,113 | 6,514 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $239,188 | 6,505 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $207,912 | 6,473 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $218,212 | 6,479 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $202,982 | 6,448 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $236,264 | 6,443 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||