Creative Planning
TALO icon

Creative Planning’s Talos Energy TALO Stock Holding History

Creative Planning’s Portfolio TALO Stock Details TALO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.79M Buy
138,868
+31,003
+29% +$462K ﹤0.01% 2180
2026
Q1 		$1.7M Buy
107,865
+13,846
+15% +$178K ﹤0.01% 2032
2025
Q4 		$1.04M Buy
94,019
+15,764
+20% +$165K ﹤0.01% 2250
2025
Q3 		$750K Buy
78,255
+13,310
+20% +$119K ﹤0.01% 2384
2025
Q2 		$551K Sell
64,945
-32,106
-33% -$257K ﹤0.01% 2380
2025
Q1 		$943K Buy
97,051
+68,537
+240% +$650K ﹤0.01% 1766
2024
Q4 		$277K Sell
28,514
-39,049
-58% -$411K ﹤0.01% 2729
2024
Q3 		$699K Buy
67,563
+38,480
+132% +$438K ﹤0.01% 1817
2024
Q2 		$353K Buy
29,083
+9,315
+47% +$116K ﹤0.01% 2224
2024
Q1 		$275K Buy
+19,768
New +$258K ﹤0.01% 2322

Other funds holding TALO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SG
Sourcerock Group Denver, Colorado $1.92B AUM 45.54% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

Creative Planning's TALO Position: Q2 2026 in Review

Creative Planning increased its Talos Energy (TALO) stake by 29% in Q2 2026, buying an estimated $462K and bringing the position to 138,868 shares worth $1.79M. The position accounts for ﹤0.01% of the portfolio, ranked #2180.

Creative Planning first reported a position in TALO in Q1 2024 and has held it in 10 quarters since. 293 funds tracked by Wall St. Rank hold TALO as of Q2 2026.

  • Creative Planning held 138,868 shares of Talos Energy worth $1.79M as of Q2 2026.
  • Creative Planning bought 31,003 Talos Energy shares in Q2 2026, an estimated $462K.
  • Talos Energy made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2180 holding.
  • Creative Planning first reported a position in Talos Energy in Q1 2024 and has held it in 10 quarters since.
  • 293 funds tracked by Wall St. Rank held Talos Energy as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.