Asset Planning,Inc

Position in UNTC — UNIT CORP

CIK 2048547 LOS ALAMITOS, CA

Position in UNTC

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$13,767

New position

Shares Held

440

first reported quarter

Ownership

0.005%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#5

of 5 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Asset Planning,Inc holds $130,306 across 6 Oil & Gas E&P names. UNTC ranks #3 (10.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DVN	Devon Energy Corp/De	1,448	$59,831
2	CNQ	CANADIAN NATURAL RESOURCES Ltd	900	$35,550
3	UNTC	UNIT CORP This page	440	$13,767
4	COP	Conocophillips	116	$12,059
5	OXY	Occidental Petroleum Corp /De/	101	$4,905
6	EXE	EXPAND ENERGY Corp	46	$4,194

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$13,767	440	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.