Position in PR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$515
New position
Shares Held
28
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#593
of 614 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Planning Strategies Inc. holds $33,033 across 16 Oil & Gas E&P names. PR ranks #13 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OXY |
Occidental Petroleum Corp /De/
|
211 | $10,248 | |
| 2 | COP |
Conocophillips
|
64 | $6,653 | |
| 3 | EOG |
Eog Resources Inc
|
24 | $3,113 | |
| 4 | DVN |
Devon Energy Corp/De
|
60 | $2,479 | |
| 5 | FANG |
Diamondback Energy, Inc.
|
13 | $2,285 | |
| 6 | EQT |
EQT Corp
|
40 | $2,126 | |
| 7 | MUR |
Murphy Oil Corp
|
33 | $1,074 | |
| 8 | OVV |
Ovintiv Inc.
|
20 | $1,053 |
All Filings in PR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $515 | 28 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||