ACTION POINT FINANCIAL PLANNING, LLC
Position in PR — Permian Resources Corp
CIK 2116119
GRAND RAPIDS, MI
Position in PR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,430
New position
Shares Held
295
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#547
of 614 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026ACTION POINT FINANCIAL PLANNING, LLC holds $554,516 across 30 Oil & Gas E&P names. PR ranks #18 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
1,567 | $162,897 | |
| 2 | DVN |
Devon Energy Corp/De
|
1,822 | $75,278 | |
| 3 | FANG |
Diamondback Energy, Inc.
|
400 | $70,308 | |
| 4 | EOG |
Eog Resources Inc
|
515 | $66,801 | |
| 5 | OXY |
Occidental Petroleum Corp /De/
|
634 | $30,788 | |
| 6 | EQT |
EQT Corp
|
323 | $17,170 | |
| 7 | TPL |
Texas Pacific Land Corp
|
34 | $14,877 | |
| 8 | APA |
APA Corp
|
352 | $11,460 |
All Filings in PR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,430 | 295 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||