Position in PR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$27,209
+$10,495 QoQ
Shares Held
1,478
+88.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#37
of 55 holders
Holding Since
Mar 2024
9 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, 2026True Wealth Design, LLC holds $954,866 across 39 Oil & Gas E&P names. PR ranks #7 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
1,851 | $192,429 | |
| 2 | DVN |
Devon Energy Corp/De
|
4,374 | $180,733 | |
| 3 | OXY |
Occidental Petroleum Corp /De/
|
2,877 | $139,735 | |
| 4 | EOG |
Eog Resources Inc
|
800 | $103,784 | |
| 5 | AR |
ANTERO RESOURCES Corp
|
2,505 | $88,025 | |
| 6 | EXE |
EXPAND ENERGY Corp
|
474 | $43,224 | |
| 7 | PR |
Permian Resources Corp
This page
|
1,478 | $27,209 | |
| 8 | APA |
APA Corp
|
701 | $22,831 |
All Filings in PR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,209 | 1,478 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $16,714 | 784 | Shares | Sole | 2026-04-13 | |
| 2025-09-30 | $576 | 45 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $939 | 69 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $373 | 27 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $417 | 29 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $299 | 22 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $371 | 23 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $17 | 1 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||