Creative Planning

Position in COP — Conocophillips

CIK 1540235 OVERLAND PARK, KS

Position in COP

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$53,156,136

+$21,008,497 QoQ

Shares Held

402,698

+17.3% QoQ

Ownership

0.033%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.4310922825541721.ToString("F0")% Shared 0.ToString("F0")% None 99.56890771744582.ToString("F0")%

Energy · as of Mar 31, 2026

Creative Planning holds $333,916,837 across 46 Oil & Gas E&P names. COP ranks #1 (15.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COP	Conocophillips This page	402,698	$53,156,136
2	EOG	Eog Resources Inc	183,303	$26,500,113
3	OXY	Occidental Petroleum Corp /De/	323,101	$21,001,565
4	DVN	Devon Energy Corp/De	409,700	$20,616,103
5	TPL	Texas Pacific Land Corp	34,823	$16,525,602
6	CNQ	CANADIAN NATURAL RESOURCES Ltd	308,752	$15,045,484
7	FANG	Diamondback Energy, Inc.	74,716	$14,778,076
8	MGY	Magnolia Oil & Gas Corp	430,579	$13,593,378

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$53,156,136	402,698	+17.3%	Shares	Defined	2026-05-12
2025-12-31	$32,147,639	343,421	+7.8%	Shares	Sole	2026-02-17
2025-09-30	$30,125,401	318,484	+4.9%	Shares	Defined	2025-11-14
2025-06-30	$27,241,383	303,559	-3.6%	Shares	Defined	2025-08-08
2025-03-31	$33,054,939	314,749	+16.2%	Shares	Sole	2025-05-15
2024-12-31	$26,863,466	270,883	+9.0%	Shares	Defined	2025-02-14
2024-09-30	$26,155,657	248,439	+1.7%	Shares	Defined	2024-10-11
2024-06-30	$27,934,442	244,225	+7.3%	Shares	Defined	2024-08-15
2024-03-31	$28,970,582	227,613	+7.6%	Shares	Defined	2024-05-13
2023-12-31	$24,553,911	211,544	+7.0%	Shares	Defined	2024-02-14
2023-09-30	$23,680,625	197,668	+6.1%	Shares	Defined	2023-11-16
2023-06-30	$19,300,055	186,276	+14.5%	Shares	Defined	2023-07-21
2023-03-31	$16,133,430	162,619	-4.6%	Shares	Sole	2023-05-15
2022-12-31	$20,122,658	170,531	+7.8%	Shares	Sole	2023-02-10
2022-09-30	$16,182,307	158,123	+2.1%	Shares	Sole	2022-11-03
2022-06-30	$13,911,030	154,894	+16.6%	Shares	Sole	2022-08-15
2022-03-31	$13,282,000	132,820	+3.0%	Shares	Sole	2022-05-16
2021-12-31	$9,310,065	128,984	+0.5%	Shares	Sole	2022-02-11
2021-09-30	$8,694,009	128,287	+4.9%	Shares	Sole	2021-11-10
2021-06-30	$7,446,486	122,274	-14.5%	Shares	Sole	2021-08-04
2021-03-31	$7,577,835	143,059	-0.1%	Shares	Sole	2021-04-30
2020-12-31	$5,728,007	143,236	+18.3%	Shares	Sole	2021-01-29
2020-09-30	$3,977,153	121,107	-10.0%	Shares	Sole	2020-11-05
2020-06-30	$5,651,900	134,505	-0.9%	Shares	Sole	2020-07-23
2020-03-31	$4,180,022	135,715	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.