Creative Planning

Position in CRC — California Resources Corp

CIK 1540235 OVERLAND PARK, KS

Position in CRC

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

Position Value

$2,981,127

-$601,146 QoQ

Shares Held

56,386

+9.0% QoQ

Ownership

0.063%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#94

of 361 holders

Holding Since

Mar 2020

13 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. CRC ranks #23 (0.8% 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

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,981,127	56,386	+9.0%	Shares	Defined	2026-08-13
2026-03-31	$3,582,273	51,752	+13.5%	Shares	Sole	2026-05-12
2025-12-31	$2,038,686	45,598	-14.2%	Shares	Sole	2026-02-17
2025-09-30	$2,827,207	53,163	+41.1%	Shares	Sole	2025-11-14
2025-06-30	$1,720,524	37,673	+58.9%	Shares	Sole	2025-08-08
2025-03-31	$1,042,572	23,711	+5.4%	Shares	Sole	2025-05-15
2024-12-31	$1,167,576	22,501	+8.5%	Shares	Defined	2025-02-14
2024-09-30	$1,088,384	20,743	+57.0%	Shares	Defined	2024-10-11
2024-06-30	$703,036	13,210	+32.0%	Shares	Sole	2024-08-15
2024-03-31	$551,274	10,005	+18.9%	Shares	Defined	2024-05-13
2023-12-31	$460,076	8,414	+132.6%	Shares	Defined	2024-02-14
2023-09-30	$202,644	3,618	-66.5%	Shares	Sole	2023-11-16
2020-03-31	—	10,793	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.