Position in SD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$7,110,545
+$1,202,868 QoQ
Shares Held
519,018
+43.3% QoQ
Ownership
1.40%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#13
of 165 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in SD Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Creative Planning holds $350,842,306 across 45 Oil & Gas E&P names. SD ranks #19 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
|
411,196 | $42,747,935 | |
| 2 | EOG |
Eog Resources Inc
|
286,428 | $37,158,304 | |
| 3 | DVN |
Devon Energy Corp/De
|
548,051 | $22,645,466 | |
| 4 | OXY |
Occidental Petroleum Corp /De/
|
361,111 | $17,539,160 | |
| 5 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
423,575 | $16,731,212 | |
| 6 | TPL |
Texas Pacific Land Corp
|
37,295 | $16,321,782 | |
| 7 | MGY |
Magnolia Oil & Gas Corp
|
633,423 | $16,202,960 | |
| 8 | PR |
Permian Resources Corp
|
853,833 | $15,719,064 |
All Filings in SD
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,110,545 | 519,018 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $5,907,677 | 362,212 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,281,870 | 366,034 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,074,645 | 272,575 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,582,073 | 238,639 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $608,743 | 53,305 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $425,177 | 36,309 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $191,827 | 15,685 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $137,212 | 10,612 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||