Position in WDS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$11,434,986
+$1,762,416 QoQ
Shares Held
591,873
+46.1% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#10
of 305 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in WDS 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. WDS ranks #14 (3.3% 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 WDS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,434,986 | 591,873 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $9,672,570 | 405,049 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $4,866,652 | 312,165 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,741,971 | 248,636 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,878,435 | 186,548 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,688,795 | 116,549 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,402,952 | 218,138 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,700,570 | 98,641 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,735,088 | 92,243 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,051,240 | 52,641 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,050,408 | 49,806 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,356,223 | 58,232 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $1,448,446 | 62,460 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,024,288 | 45,666 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $988,518 | 40,831 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $779,022 | 38,642 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $448,922 | 20,822 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||