Position in COP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,937,996
-$1,175,584 QoQ
Shares Held
47,499
+2.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#519
of 2,429 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in COP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Forvis Mazars Wealth Advisors, LLC holds $4,937,996 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
|
47,499 | $4,937,996 |
All Filings in COP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,937,996 | 47,499 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $6,113,580 | 46,315 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,302,409 | 45,961 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,456,324 | 47,112 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $4,249,906 | 47,358 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $4,862,846 | 46,304 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,659,105 | 46,981 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $5,014,065 | 47,626 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,404,569 | 47,251 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $5,944,357 | 46,703 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $5,410,138 | 46,611 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $5,668,097 | 47,313 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $5,839,148 | 56,357 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $4,646,698 | 46,837 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $5,295,250 | 44,875 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $4,723,809 | 46,158 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $4,109,615 | 45,759 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $4,517,200 | 45,172 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $3,257,266 | 45,127 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $3,078,316 | 45,423 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $2,734,958 | 44,909 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $2,539,540 | 47,943 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $2,066,643 | 51,679 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $1,996,836 | 60,805 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,661,462 | 63,338 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $1,864,447 | 60,534 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||