Position in COP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,676,527
-$974,029 QoQ
Shares Held
54,603
+8.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#491
of 2,428 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in COP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026EP Wealth Advisors, LLC holds $18,650,171 across 17 Oil & Gas E&P names. COP ranks #1 (30.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
This page
|
54,603 | $5,676,527 | |
| 2 | EOG |
Eog Resources Inc
|
25,158 | $3,263,747 | |
| 3 | DVN |
Devon Energy Corp/De
|
47,836 | $1,976,583 | |
| 4 | OXY |
Occidental Petroleum Corp /De/
|
27,573 | $1,339,220 | |
| 5 | TPL |
Texas Pacific Land Corp
|
2,273 | $994,755 | |
| 6 | APA |
APA Corp
|
27,702 | $902,254 | |
| 7 | OVV |
Ovintiv Inc.
|
13,983 | $736,204 | |
| 8 | EQT |
EQT Corp
|
11,214 | $596,248 |
All Filings in COP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,676,527 | 54,603 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $6,650,556 | 50,383 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,227,650 | 55,845 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $4,621,610 | 51,500 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,384,165 | 51,268 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $4,531,771 | 45,697 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,073,283 | 38,690 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $3,609,718 | 31,559 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $3,640,335 | 28,601 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,788,349 | 24,023 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $2,805,117 | 23,415 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $207,738 | 2,005 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $461,822 | 4,655 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $4,341,692 | 36,794 | Shares | Sole | 2023-06-12 | |
| 2022-09-30 | $1,377,701 | 13,462 | Shares | Sole | 2022-12-02 | |
| 2022-06-30 | $1,439,474 | 16,028 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,560,600 | 15,606 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $1,144,413 | 15,855 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $1,074,086 | 15,849 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $945,655 | 15,528 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $712,658 | 13,454 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $411,617 | 10,293 | Shares | Sole | 2021-02-18 | |
| 2020-06-30 | $220,773 | 5,254 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||