Position in PR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$150,336
+$52,286 QoQ
Shares Held
8,166
+77.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#470
of 614 holders
Holding Since
Dec 2022
15 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, 2026IFP Advisors, Inc holds $12,977,081 across 46 Oil & Gas E&P names. PR ranks #13 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FANG |
Diamondback Energy, Inc.
|
33,102 | $5,818,669 | |
| 2 | COP |
Conocophillips
|
15,187 | $1,578,840 | |
| 3 | OXY |
Occidental Petroleum Corp /De/
|
22,079 | $1,072,377 | |
| 4 | EOG |
Eog Resources Inc
|
6,196 | $803,807 | |
| 5 | EQT |
EQT Corp
|
12,792 | $680,150 | |
| 6 | DVN |
Devon Energy Corp/De
|
14,406 | $595,255 | |
| 7 | SM |
SM Energy Co
|
18,006 | $469,956 | |
| 8 | APA |
APA Corp
|
8,146 | $265,315 |
All Filings in PR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $150,336 | 8,166 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $98,050 | 4,599 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $57,957 | 4,131 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $68,096 | 5,320 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $66,601 | 4,890 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $28,004 | 2,022 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $22,217 | 1,545 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $20,033 | 1,472 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $21,915 | 1,357 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $20,609 | 1,167 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $4,692 | 345 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $4,802 | 344 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $7,387 | 674 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $11,760 | 1,120 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $8 | 944 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||