Position in PR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$147
-$108 QoQ
Shares Held
8
-33.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#606
of 614 holders
Holding Since
Mar 2024
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $65,550 across 24 Oil & Gas E&P names. PR ranks #16 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EPSN |
Epsilon Energy Ltd.
|
2,118 | $11,458 | |
| 2 | COP |
Conocophillips
|
93 | $9,668 | |
| 3 | EOG |
Eog Resources Inc
|
60 | $7,783 | |
| 4 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
190 | $7,505 | |
| 5 | INR |
Infinity Natural Resources, Inc.
|
482 | $6,121 | |
| 6 | EPM |
Evolution Petroleum Corp
|
1,350 | $4,968 | |
| 7 | FANG |
Diamondback Energy, Inc.
|
20 | $3,515 | |
| 8 | DVN |
Devon Energy Corp/De
|
83 | $3,429 |
All Filings in PR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $147 | 8 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $255 | 12 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $19,137 | 1,185 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $20,927 | 1,185 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||