Position in FANG
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$349,977
-$57,272 QoQ
Shares Held
1,991
-3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#790
of 1,183 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FANG Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Phillips Wealth Planners LLC holds $822,637 across 3 Oil & Gas E&P names. FANG ranks #1 (42.5% of the industry book) .
All Filings in FANG
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $349,977 | 1,991 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $407,249 | 2,059 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $331,477 | 2,205 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $299,937 | 2,096 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $265,044 | 1,929 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $297,376 | 1,860 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $206,917 | 1,263 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $271,185 | 1,573 | Shares | Defined | 2024-10-29 | |
| 2024-06-30 | $382,563 | 1,911 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $355,318 | 1,793 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $273,871 | 1,766 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $279,093 | 1,802 | Shares | Defined | 2023-10-30 | |
| No filing history on record for this holder in this stock. | ||||||