Avantax Planning Partners, Inc.

Position in COP — Conocophillips

CIK 1005441 DUBUQUE, IA

Position in COP

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$6,304,966

-$1,831,250 QoQ

Shares Held

60,648

-1.6% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.96%

of 13F equity value

Holder Rank

#473

of 2,429 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Avantax Planning Partners, Inc. holds $12,252,565 across 5 Oil & Gas E&P names. COP ranks #1 (51.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COP	Conocophillips This page	60,648	$6,304,966
2	EOG	Eog Resources Inc	39,691	$5,149,113
3	TPL	Texas Pacific Land Corp	738	$322,978
4	DVN	Devon Energy Corp/De	6,233	$257,547
5	SM	SM Energy Co	8,351	$217,961

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,304,966	60,648	-1.6%	Shares	Sole	2026-07-28
2026-03-31	$8,136,216	61,638	+98.9%	Shares	Sole	2026-05-04
2025-12-31	$2,901,067	30,991	-0.7%	Shares	Sole	2026-02-05
2025-09-30	$2,952,626	31,215	-2.4%	Shares	Sole	2025-10-31
2025-06-30	$2,868,987	31,970	-1.4%	Shares	Sole	2025-08-11
2025-03-31	$3,406,323	32,435	-2.7%	Shares	Sole	2025-04-29
2024-12-31	$3,305,931	33,336	-0.3%	Shares	Sole	2025-02-07
2024-09-30	$3,520,457	33,439	-6.4%	Shares	Sole	2024-11-14
2024-06-30	$4,086,454	35,727	+5.1%	Shares	Sole	2024-08-09
2024-03-31	$4,326,629	33,993	+302.1%	Shares	Sole	2024-05-03
2023-12-31	$981,255	8,454	+2.1%	Shares	Sole	2024-02-09
2023-09-30	$992,183	8,282	+40.6%	Shares	Sole	2023-11-06
2023-06-30	$610,470	5,892	+0.6%	Shares	Sole	2023-07-18
2023-03-31	$580,775	5,854	-1.0%	Shares	Sole	2023-04-21
2022-12-31	$697,970	5,915	-5.0%	Shares	Sole	2023-02-10
2022-09-30	$637,475	6,229	-3.3%	Shares	Sole	2022-10-14
2022-06-30	$578,645	6,443	+0.8%	Shares	Sole	2022-07-18
2022-03-31	$639,200	6,392	-11.2%	Shares	Sole	2022-05-09
2021-12-31	$519,551	7,198	+0.0%	Shares	Sole	2022-01-28
2021-09-30	$487,740	7,197	-6.3%	Shares	Sole	2021-10-27
2021-06-30	$467,894	7,683	+2.6%	Shares	Sole	2021-08-10
2021-03-31	$396,586	7,487	-3.1%	Shares	Sole	2021-05-06
2020-12-31	$308,922	7,725	-34.0%	Shares	Sole	2021-02-04
2020-09-30	$384,556	11,710	-19.1%	Shares	Sole	2020-10-28
2020-06-30	$608,239	14,475	-4.8%	Shares	Sole	2020-07-15
2020-03-31	$468,437	15,209	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.