W.G. Shaheen & Associates DBA Whitney & Co
Position in COP — Conocophillips
CIK 1577001
ROCHESTER, NY
Position in COP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$578,433
-$116,283 QoQ
Shares Held
5,564
+5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,345
of 2,429 holders
Holding Since
Mar 2020
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026W.G. Shaheen & Associates DBA Whitney & Co holds $8,285,279 across 2 Oil & Gas E&P names. COP ranks #2 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RRC |
Range Resources Corp
|
207,229 | $7,706,846 | |
| 2 | COP |
Conocophillips
This page
|
5,564 | $578,433 |
All Filings in COP
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $578,433 | 5,564 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $694,716 | 5,263 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $427,423 | 4,566 | Shares | Sole | 2026-01-30 | |
| 2020-09-30 | $2,607,496 | 79,400 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,463,792 | 82,432 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $2,563,761 | 83,239 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||