Position in COP
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,018,080
-$164,112 QoQ
Shares Held
9,793
+9.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#135
of 420 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $4,133,847 across 8 Oil & Gas E&P names. COP ranks #2 (24.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TPL |
Texas Pacific Land Corp
|
2,402 | $1,051,211 | |
| 2 | COP |
Conocophillips
This page
|
9,793 | $1,018,080 | |
| 3 | DVN |
Devon Energy Corp/De
|
22,921 | $947,095 | |
| 4 | EQT |
EQT Corp
|
6,466 | $343,797 | |
| 5 | FANG |
Diamondback Energy, Inc.
|
1,715 | $301,462 | |
| 6 | OXY |
Occidental Petroleum Corp /De/
|
4,865 | $236,293 | |
| 7 | EOG |
Eog Resources Inc
|
1,667 | $216,259 | |
| 8 | BATL |
Battalion Oil Corp
|
15,000 | $19,650 |
All Filings in COP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,018,080 | 9,793 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,182,192 | 8,956 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,586,408 | 16,947 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,652,203 | 17,467 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $1,457,287 | 16,239 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $3,524,501 | 35,540 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $4,030,118 | 38,280 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $4,441,832 | 38,834 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $5,179,405 | 40,693 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $4,467,766 | 38,492 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $4,875,021 | 40,693 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $4,781,290 | 46,147 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $4,627,948 | 46,648 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $6,337,072 | 53,704 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $4,373,704 | 42,737 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $2,620,206 | 29,175 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $3,230,700 | 32,307 | Shares | Other | 2022-05-02 | |
| 2021-12-31 | $4,091,450 | 56,684 | Shares | Other | 2022-01-28 | |
| 2021-09-30 | $3,805,691 | 56,156 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $3,352,423 | 55,048 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $1,746,949 | 32,980 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,431,161 | 35,788 | Shares | Other | 2021-02-04 | |
| 2020-09-30 | $1,286,375 | 39,171 | Shares | Other | 2020-11-09 | |
| 2020-06-30 | $1,481,036 | 35,246 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $853,221 | 27,702 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||