Position in PVL
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,888
-$273 QoQ
Shares Held
1,709
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#22
of 25 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PVL 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. PVL ranks #36 (0.0% 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 PVL
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,888 | 1,709 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,161 | 1,709 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $3,076 | 1,709 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,093 | 1,709 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $3,161 | 1,709 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,683 | 1,709 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,324 | 1,709 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,768 | 1,709 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $1,777 | 1,709 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,324 | 1,709 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $2,460 | 1,709 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $4,340 | 1,709 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $4,272 | 1,709 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,107 | 1,300 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $5 | 1,300 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,316 | 1,300 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $4,329 | 1,300 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $3,263 | 1,300 | Shares | Sole | 2022-09-06 | |
| No filing history on record for this holder in this stock. | ||||||