Position in CRGY
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,652,519
-$699,071 QoQ
Shares Held
270,114
+8.8% QoQ
Ownership
0.082%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#90
of 362 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRGY 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. CRGY ranks #25 (0.8% 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 CRGY
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,652,519 | 270,114 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,351,590 | 248,266 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $2,285,502 | 272,408 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $830,201 | 93,072 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $732,694 | 85,197 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $981,780 | 87,347 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,418,031 | 97,059 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,235,531 | 112,834 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $975,302 | 82,304 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $991,388 | 83,310 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,111,476 | 84,139 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,577,408 | 124,795 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $1,259,516 | 120,875 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,392,136 | 123,089 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,431,821 | 119,418 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,609,314 | 119,474 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,491,135 | 119,482 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,068,297 | 119,279 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,512,457 | 119,279 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||