Back to OR
Creative Planning OR Position History
OR Royalties Inc. • Energy
Quarters held
5
Latest value
$252K
Q3 2026
Peak value
$312K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $274K |
| Q4 2025 | $236K |
| Q1 2026 | $312K |
| Q2 2026 | $257K |
| Q3 2026 | $252K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $252K | 7.3K | — | — |
| Q2 2026 | $257K | 8.1K | — | — |
| Q1 2026 | $312K | 8.2K | — | — |
| Q4 2025 | $236K | 6.7K | — | — |
| Q3 2025 | $274K | 6.8K | — | — |
Other funds holding OR
$211.9M
$192M
$154.4M
$131.9M
$118.3M