Avidian Wealth Enterprises, LLC

Position in COP — Conocophillips

CIK 1471474 HOUSTON, TX

Back to COP Full portfolio

Position in COP

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$2,138,977

-$573,887 QoQ

Shares Held

20,575

+0.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#770

of 2,429 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Common Shares in COP Over Time

Shares Held

Position Value (USD)

Derivatives in COP

reported options exposure · as of Sep 30, 2020

CallValue

CallShares

PutValue

$42,692

PutShares

1,300

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Oil & Gas E&P

Energy · as of Jun 30, 2026

Avidian Wealth Enterprises, LLC holds $4,375,704 across 5 Oil & Gas E&P names. COP ranks #1 (48.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COP	Conocophillips This page	20,575	$2,138,977
2	EOG	Eog Resources Inc	6,297	$816,909
3	FANG	Diamondback Energy, Inc.	3,477	$611,187
4	BSM	Black Stone Minerals, L.P.	32,000	$447,040
5	DVN	Devon Energy Corp/De	8,751	$361,591

All Filings in COP

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28 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,138,977	20,575	+0.1%	Shares	Sole	2026-07-24
2026-03-31	$2,712,864	20,552	+0.5%	Shares	Sole	2026-05-07
2025-12-31	$1,915,166	20,459	-1.8%	Shares	Sole	2026-02-02
2025-09-30	$1,970,498	20,832	+2.3%	Shares	Sole	2025-10-30
2025-06-30	$1,828,273	20,373	+8.2%	Shares	Sole	2025-07-30
2025-03-31	$1,977,421	18,829	+7.5%	Shares	Sole	2025-04-25
2024-12-31	$1,737,557	17,521	+40.8%	Shares	Sole	2025-01-29
2024-09-30	$1,309,788	12,441	+2.2%	Shares	Sole	2024-10-30
2024-06-30	$1,392,118	12,171	+2.2%	Shares	Sole	2024-08-06
2024-03-31	$1,515,395	11,906	+23.2%	Shares	Sole	2024-05-03
2023-12-31	$1,121,700	9,664	-2.1%	Shares	Sole	2024-02-06
2023-09-30	$1,183,025	9,875	-18.0%	Shares	Sole	2023-10-13
2023-06-30	$1,247,257	12,038	-26.0%	Shares	Sole	2023-08-03
2023-03-31	$1,614,047	16,269	+11.7%	Shares	Sole	2023-05-08
2022-12-31	$1,718,788	14,566	+13.6%	Shares	Sole	2023-02-06
2022-09-30	$1,311,794	12,818	-1.1%	Shares	Sole	2022-11-03
2022-06-30	$1,163,847	12,959	+20.3%	Shares	Sole	2022-07-29
2022-03-31	$1,077,200	10,772	-1.3%	Shares	Sole	2022-05-10
2021-12-31	$787,844	10,915	+55.5%	Shares	Sole	2022-02-14
2021-09-30	$475,745	7,020	+0.9%	Shares	Sole	2021-11-10
2021-06-30	$423,559	6,955	-19.3%	Shares	Sole	2021-08-09
2021-03-31	$456,389	8,616	-28.5%	Shares	Sole	2021-05-05
2020-12-31	$481,919	12,051	-43.4%	Shares	Sole	2021-02-09
2020-09-30	$42,692	1,300	0.0%	Put	Sole	2020-11-06
2020-09-30	$699,065	21,287	-1.6%	Shares	Sole	2021-02-03
2020-06-30	$909,354	21,641	+4.8%	Shares	Sole	2020-08-10
2020-06-30	$54,626	1,300	—	Put	Sole	2020-08-10
2020-03-31	$636,174	20,655	—	Shares	Sole	2020-04-22
No filing history on record for this holder in this stock.