Perigon Wealth Management, LLC

Position in COP — Conocophillips

CIK 1575239 SAN FRANCISCO, CA

Position in COP

as of Mar 31, 2026 · filed Apr 10, 2026 Compact

Position Value

$1,071,312

+$399,005 QoQ

Shares Held

8,116

+13.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

18 quarters on record

Voting authority Sole 7% Shared 0% None 93%

Energy · as of Mar 31, 2026

Perigon Wealth Management, LLC holds $55,019,103 across 5 Oil & Gas E&P names. COP ranks #2 (1.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OXY	Occidental Petroleum Corp /De/	803,983	$52,258,895
2	COP	Conocophillips This page	8,116	$1,071,312
3	DVN	Devon Energy Corp/De	17,602	$885,732
4	EOG	Eog Resources Inc	2,858	$413,181
5	CTRA	Coterra Energy Inc.	11,098	$389,983

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,071,312	8,116	+13.0%	Shares	Sole	2026-04-10
2025-12-31	$672,307	7,182	-5.5%	Shares	Sole	2026-01-16
2025-09-30	$718,694	7,598	+11.2%	Shares	Sole	2025-10-17
2025-06-30	$613,372	6,835	-13.4%	Shares	Sole	2025-07-16
2025-03-31	$828,922	7,893	-3.6%	Shares	Sole	2025-04-23
2024-12-31	$812,400	8,192	+14.3%	Shares	Sole	2025-01-22
2024-09-30	$754,225	7,164	-8.6%	Shares	Sole	2024-10-16
2024-06-30	$896,396	7,837	+1.5%	Shares	Sole	2024-08-02
2024-03-31	$983,110	7,724	+12.3%	Shares	Sole	2024-04-29
2023-12-31	$798,445	6,879	+13.9%	Shares	Sole	2024-01-29
2023-09-30	$723,592	6,040	-4.4%	Shares	Sole	2023-10-30
2023-06-30	$654,815	6,320	+6.7%	Shares	Sole	2023-08-02
2023-03-31	$587,720	5,924	-44.8%	Shares	Sole	2023-05-03
2022-12-31	$1,267,202	10,739	+12.8%	Shares	Sole	2023-05-01
2022-09-30	$974,481	9,522	+70.2%	Shares	Sole	2022-12-13
2022-06-30	$502,307	5,593	+8.7%	Shares	Sole	2022-08-11
2022-03-31	$514,700	5,147	+205.5%	Shares	Sole	2022-05-16
2020-12-31	$67,383	1,685	—	Shares	Sole	2021-01-28
No filing history on record for this holder in this stock.