Institute for Wealth Management, LLC.

Position in COP — Conocophillips

CIK 1533954 DENVER, CO

Position in COP

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,057,377

-$326,247 QoQ

Shares Held

10,171

-3.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,069

of 2,429 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Institute for Wealth Management, LLC. holds $5,091,127 across 14 Oil & Gas E&P names. COP ranks #2 (20.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EOG	Eog Resources Inc	11,451	$1,485,538
2	COP	Conocophillips This page	10,171	$1,057,377
3	OXY	Occidental Petroleum Corp /De/	18,911	$918,507
4	FANG	Diamondback Energy, Inc.	3,312	$582,183
5	CNQ	CANADIAN NATURAL RESOURCES Ltd	12,445	$491,577
6	APA	APA Corp	7,979	$259,876
7	DVN	Devon Energy Corp/De	3,526	$145,694
8	MUR	Murphy Oil Corp	2,504	$81,530

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,057,377	10,171	-3.0%	Shares	Sole	2026-07-28
2026-03-31	$1,383,624	10,482	0.0%	Shares	Sole	2026-05-14
2025-12-31	$981,220	10,482	-0.7%	Shares	Sole	2026-01-27
2025-09-30	$998,302	10,554	+1.7%	Shares	Sole	2025-10-17
2025-06-30	$931,590	10,381	+0.0%	Shares	Sole	2025-07-18
2025-03-31	$1,090,107	10,380	-2.8%	Shares	Sole	2025-04-21
2024-12-31	$1,059,333	10,682	-12.5%	Shares	Sole	2025-01-23
2024-09-30	$1,284,837	12,204	+16.9%	Shares	Sole	2024-11-12
2024-06-30	$1,194,470	10,443	+1.4%	Shares	Sole	2024-07-25
2024-03-31	$1,310,602	10,297	-0.1%	Shares	Sole	2024-04-30
2023-12-31	$1,196,565	10,309	-3.2%	Shares	Sole	2024-01-31
2023-09-30	$1,276,229	10,653	-0.1%	Shares	Sole	2023-10-13
2023-06-30	$1,104,482	10,660	+0.0%	Shares	Sole	2023-07-25
2023-03-31	$1,057,082	10,655	+36.4%	Shares	Sole	2023-04-20
2022-12-31	$921,698	7,811	-0.1%	Shares	Sole	2023-02-02
2022-09-30	$800,094	7,818	-0.1%	Shares	Sole	2022-10-18
2022-06-30	$702,673	7,824	+0.4%	Shares	Sole	2022-07-25
2022-03-31	$779,400	7,794	-1.0%	Shares	Sole	2022-04-29
2021-12-31	$568,128	7,871	0.0%	Shares	Sole	2022-01-21
2021-09-30	$533,417	7,871	0.0%	Shares	Sole	2021-11-15
2021-06-30	$479,343	7,871	-0.1%	Shares	Sole	2021-07-21
2021-03-31	$417,403	7,880	+6.1%	Shares	Sole	2021-05-04
2020-12-31	$296,965	7,426	-28.9%	Shares	Sole	2021-02-01
2020-09-30	$342,849	10,440	-49.5%	Shares	Sole	2020-11-03
2020-06-30	$867,923	20,655	+7.6%	Shares	Sole	2020-07-30
2020-03-31	$591,021	19,189	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.