Position in EGY
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$3,926,203
+$2,556,828 QoQ
Shares Held
619,275
+64.6% QoQ
Ownership
0.594%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
11 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in EGY Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Mar 31, 2026Creative Planning holds $333,916,837 across 46 Oil & Gas E&P names. EGY ranks #23 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
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 |
All Filings in EGY
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,926,203 | 619,275 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,369,375 | 376,202 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,368,902 | 340,523 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $970,868 | 268,939 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $222,648 | 59,215 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $102,153 | 23,376 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $141,525 | 24,656 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $157,953 | 25,192 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $141,316 | 20,275 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $56,843 | 12,660 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $42,202 | 11,224 | Shares | Sole | 2023-07-21 | |
| No filing history on record for this holder in this stock. | ||||||