Position in COP
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,353,396
+$246,177 QoQ
Shares Held
10,253
-13.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in COP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Mar 31, 2026Evercore Wealth Management, LLC holds $81,856,446 across 3 Oil & Gas E&P names. COP ranks #2 (1.7% of the industry book) .
All Filings in COP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,353,396 | 10,253 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,107,219 | 11,828 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,123,350 | 11,876 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,088,187 | 12,126 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,381,433 | 13,154 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,350,695 | 13,620 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,417,173 | 13,461 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,612,185 | 14,095 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,805,466 | 14,185 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,596,890 | 13,758 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,607,117 | 13,415 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $1,398,527 | 13,498 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,410,467 | 14,217 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,664,036 | 14,102 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,366,648 | 13,354 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,198,603 | 13,346 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,356,600 | 13,566 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $693,000 | 9,601 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $650,659 | 9,601 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $647,732 | 10,636 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $597,660 | 11,283 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $483,078 | 12,080 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $552,073 | 16,811 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $873,511 | 20,788 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $681,418 | 22,124 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||