Position in TPL
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$7,653,010
-$623,316 QoQ
Shares Held
17,487
+0.3% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
2.82%
of 13F equity value
Holder Rank
#177
of 865 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in TPL Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 20261900 WEALTH MANAGEMENT LLC holds $9,107,474 across 3 Oil & Gas E&P names. TPL ranks #1 (84.0% of the industry book) .
All Filings in TPL
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,653,010 | 17,487 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $8,276,326 | 17,440 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $5,007,106 | 17,433 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $5,425,381 | 5,811 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $6,772,516 | 6,411 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $8,494,510 | 6,411 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $7,090,308 | 6,411 | Shares | Sole | 2025-01-28 | |
| 2024-06-30 | $5,614,963 | 7,647 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $4,423,866 | 7,647 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $4,008,175 | 2,549 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $4,763,139 | 2,612 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $3,438,698 | 2,612 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $4,524,712 | 2,660 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $6,235,651 | 2,660 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $4,727,431 | 2,660 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $4,121,816 | 2,770 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $3,745,346 | 2,770 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $3,334,482 | 2,670 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $3,228,990 | 2,670 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $4,271,306 | 2,670 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $3,973,574 | 2,500 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||