Position in KOS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,560,934
+$131,584 QoQ
Shares Held
739,780
+43.9% QoQ
Ownership
0.124%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#61
of 265 holders
Holding Since
Mar 2022
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KOS 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. KOS ranks #30 (0.4% 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 KOS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,560,934 | 739,780 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,429,350 | 514,155 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $275,335 | 302,567 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,068,253 | 643,526 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,473,965 | 856,957 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $797,121 | 349,615 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,309,541 | 382,907 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $876,750 | 217,556 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $87,703 | 15,831 | Shares | Sole | 2024-08-15 | |
| 2023-09-30 | $3,762 | 460 | Shares | Sole | 2023-11-16 | |
| 2022-03-31 | $3,307 | 460 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||