Position in PR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$239
-$38 QoQ
Shares Held
13
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#602
of 614 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PR Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Key Financial Inc holds $197,626 across 14 Oil & Gas E&P names. PR ranks #13 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
394 | $40,960 | |
| 2 | FANG |
Diamondback Energy, Inc.
|
208 | $36,562 | |
| 3 | EXE |
EXPAND ENERGY Corp
|
368 | $33,557 | |
| 4 | OXY |
Occidental Petroleum Corp /De/
|
365 | $17,728 | |
| 5 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
368 | $14,536 | |
| 6 | MGY |
Magnolia Oil & Gas Corp
|
560 | $14,324 | |
| 7 | EOG |
Eog Resources Inc
|
100 | $12,973 | |
| 8 | CRK |
Comstock Resources Inc
|
815 | $12,159 |
All Filings in PR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239 | 13 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $277 | 13 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $182 | 13 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $166 | 13 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $177 | 13 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $180 | 13 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $186 | 13 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $176 | 13 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $209 | 13 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $229 | 13 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $176 | 13 | Shares | Sole | 2024-01-31 | |
| No filing history on record for this holder in this stock. | ||||||