Modera Wealth Management, LLC

Position in COP — Conocophillips

CIK 1542143 WESTWOOD, NJ

Position in COP

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,270,911

-$308,073 QoQ

Shares Held

12,225

+2.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#980

of 2,429 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Modera Wealth Management, LLC holds $2,157,192 across 3 Oil & Gas E&P names. COP ranks #1 (58.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COP	Conocophillips This page	12,225	$1,270,911
2	OXY	Occidental Petroleum Corp /De/	12,936	$628,301
3	EQT	EQT Corp	4,852	$257,980

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,270,911	12,225	+2.2%	Shares	Sole	2026-08-03
2026-03-31	$1,578,984	11,962	+11.4%	Shares	Sole	2026-05-06
2025-12-31	$1,005,371	10,740	-4.8%	Shares	Sole	2026-01-21
2025-09-30	$1,067,448	11,285	-1.5%	Shares	Sole	2025-10-31
2025-06-30	$1,027,971	11,455	+9.1%	Shares	Sole	2025-08-06
2025-03-31	$1,102,499	10,498	-3.9%	Shares	Sole	2025-05-08
2024-12-31	$1,083,134	10,922	+3.4%	Shares	Sole	2025-02-06
2024-09-30	$1,112,177	10,564	-0.4%	Shares	Sole	2024-10-24
2024-06-30	$1,213,457	10,609	-10.7%	Shares	Sole	2024-07-29
2024-03-31	$1,512,213	11,881	+2.0%	Shares	Sole	2024-05-14
2023-12-31	$1,351,635	11,645	+27.2%	Shares	Sole	2024-02-14
2023-09-30	$1,096,649	9,154	-7.1%	Shares	Sole	2023-11-30
2023-06-30	$1,021,180	9,856	+102.2%	Shares	Sole	2023-08-07
2023-03-31	$483,549	4,874	-0.4%	Shares	Sole	2023-05-05
2022-12-31	$577,374	4,893	-23.8%	Shares	Sole	2023-02-07
2022-09-30	$657,534	6,425	-1.3%	Shares	Sole	2022-11-01
2022-06-30	$584,573	6,509	-6.4%	Shares	Sole	2022-07-27
2022-03-31	$695,400	6,954	+55.5%	Shares	Sole	2022-05-03
2021-12-31	$322,788	4,472	+2.8%	Shares	Sole	2022-02-04
2021-09-30	$294,867	4,351	+0.1%	Shares	Sole	2021-11-04
2021-06-30	$264,732	4,347	+0.1%	Shares	Sole	2021-08-02
2021-03-31	$230,048	4,343	—	Shares	Sole	2021-04-29
No filing history on record for this holder in this stock.