Position in COP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$144,192
-$38,364 QoQ
Shares Held
1,387
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,105
of 2,428 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Plante Moran Financial Advisors, LLC holds $226,011 across 21 Oil & Gas E&P names. COP ranks #1 (63.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
This page
|
1,387 | $144,192 | |
| 2 | KRP |
Kimbell Royalty Partners, LP
|
4,000 | $58,120 | |
| 3 | OXY |
Occidental Petroleum Corp /De/
|
200 | $9,714 | |
| 4 | FANG |
Diamondback Energy, Inc.
|
15 | $2,636 | |
| 5 | WDS |
Woodside Energy Group Ltd
|
134 | $2,588 | |
| 6 | MUR |
Murphy Oil Corp
|
59 | $1,921 | |
| 7 | CRC |
California Resources Corp
|
31 | $1,638 | |
| 8 | SM |
SM Energy Co
|
44 | $1,148 |
All Filings in COP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $144,192 | 1,387 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $182,556 | 1,383 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $194,989 | 2,083 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $170,829 | 1,806 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $164,313 | 1,831 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $165,301 | 1,574 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $155,498 | 1,568 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $359,741 | 3,417 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $390,264 | 3,412 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $440,643 | 3,462 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $412,744 | 3,556 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $424,810 | 3,546 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $316,632 | 3,056 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $294,653 | 2,970 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $342,790 | 2,905 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $333,935 | 3,263 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $407,827 | 4,541 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $416,400 | 4,164 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $336,286 | 4,659 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $283,752 | 4,187 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $234,769 | 3,855 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $209,602 | 3,957 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $169,437 | 4,237 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $149,520 | 4,553 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $185,812 | 4,422 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $136,136 | 4,420 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||