Position in TPL
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$394,313
-$23,774 QoQ
Shares Held
901
+2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#592
of 865 holders
Holding Since
Sep 2024
8 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, 2026SAX WEALTH ADVISORS, LLC holds $1,561,909 across 4 Oil & Gas E&P names. TPL ranks #2 (25.2% of the industry book) .
All Filings in TPL
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $394,313 | 901 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $418,087 | 881 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $253,040 | 881 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $271,689 | 291 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $309,522 | 293 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $422,671 | 319 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $301,927 | 273 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $237,110 | 268 | Shares | Sole | 2024-10-17 | |
| No filing history on record for this holder in this stock. | ||||||