Position in COP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,306,257
-$2,832,471 QoQ
Shares Held
12,565
-59.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#966
of 2,429 holders
Holding Since
Mar 2024
10 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, 2026Smith Salley Wealth Management holds $1,306,257 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
|
12,565 | $1,306,257 |
All Filings in COP
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,306,257 | 12,565 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $4,138,728 | 31,354 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,548,532 | 27,225 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,388,775 | 25,254 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $823,543 | 9,177 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $749,107 | 7,133 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $612,176 | 6,173 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $694,953 | 6,601 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $944,778 | 8,260 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $785,954 | 6,175 | Shares | Sole | 2024-05-02 | |
| No filing history on record for this holder in this stock. | ||||||