Position in COP
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$410,018
-$110,590 QoQ
Shares Held
3,944
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,555
of 2,429 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in COP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026BALDWIN WEALTH PARTNERS LLC/MA holds $3,632,900 across 2 Oil & Gas E&P names. COP ranks #2 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EOG |
Eog Resources Inc
|
24,843 | $3,222,882 | |
| 2 | COP |
Conocophillips
This page
|
3,944 | $410,018 |
All Filings in COP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410,018 | 3,944 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $520,608 | 3,944 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $434,724 | 4,644 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $414,209 | 4,379 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $392,971 | 4,379 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $467,339 | 4,450 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $520,642 | 5,250 | Shares | Other | 2025-01-22 | |
| 2024-09-30 | $726,432 | 6,900 | Shares | Other | 2024-10-16 | |
| 2024-06-30 | $749,074 | 6,549 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $838,393 | 6,587 | Shares | Other | 2024-04-12 | |
| 2023-12-31 | $783,124 | 6,747 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $810,447 | 6,765 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $700,921 | 6,765 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $696,950 | 7,025 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $827,180 | 7,010 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $462,986 | 4,524 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $406,300 | 4,524 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $452,400 | 4,524 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $326,542 | 4,524 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $306,591 | 4,524 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $275,511 | 4,524 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $248,376 | 4,689 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $201,669 | 5,043 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $1,628,207 | 49,580 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $2,159,407 | 51,390 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $1,597,380 | 51,863 | Shares | Sole | 2020-04-15 | |
| No filing history on record for this holder in this stock. | ||||||