Destination Wealth Management

Position in COP — Conocophillips

CIK 1278573 WALNUT CREEK, CA

Position in COP

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$430,082

-$147,418 QoQ

Shares Held

4,137

-5.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,516

of 2,429 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 77% Shared 0% None 23%

Energy · as of Jun 30, 2026

Destination Wealth Management holds $430,082 across 1 Oil & Gas E&P name. COP ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	COP	Conocophillips This page	4,137	$430,082

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$430,082	4,137	-5.4%	Shares	Sole	2026-08-14
2026-03-31	$577,500	4,375	+5.5%	Shares	Sole	2026-05-15
2025-12-31	$388,294	4,148	-19.1%	Shares	Sole	2026-02-13
2025-09-30	$484,962	5,127	-2.2%	Shares	Sole	2025-11-14
2025-06-30	$470,686	5,245	+2.3%	Shares	Sole	2025-08-14
2025-03-31	$538,437	5,127	+0.3%	Shares	Sole	2025-05-15
2024-12-31	$506,857	5,111	+0.6%	Shares	Sole	2025-02-07
2024-09-30	$535,138	5,083	+1.0%	Shares	Sole	2024-11-25
2024-06-30	$575,903	5,035	-4.9%	Shares	Sole	2024-07-25
2024-03-31	$673,947	5,295	+0.7%	Shares	Sole	2024-05-14
2023-12-31	$610,528	5,260	-0.1%	Shares	Sole	2024-02-14
2023-09-30	$630,866	5,266	+74.5%	Shares	Sole	2023-11-14
2023-06-30	$312,591	3,017	-15.7%	Shares	Sole	2023-08-11
2023-03-31	$354,973	3,578	+14.2%	Shares	Sole	2023-05-05
2022-12-31	$369,812	3,134	+3.8%	Shares	Sole	2023-02-13
2022-09-30	$308,964	3,019	-5.1%	Shares	Sole	2022-11-14
2022-06-30	$285,685	3,181	+36.1%	Shares	Sole	2022-07-29
2022-03-31	$233,800	2,338	—	Shares	Sole	2022-05-12
No filing history on record for this holder in this stock.