Winch Advisory Services, LLC

Position in COP — Conocophillips

CIK 1585822 Appleton, WI

Position in COP

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$185,724

+$51,581 QoQ

Shares Held

1,407

-1.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Mar 31, 2026

Winch Advisory Services, LLC holds $505,004 across 8 Oil & Gas E&P names. COP ranks #1 (36.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COP	Conocophillips This page	1,407	$185,724
2	OXY	Occidental Petroleum Corp /De/	2,118	$137,670
3	EOG	Eog Resources Inc	827	$119,559
4	DMLP	Dorchester Minerals, L.P.	1,086	$29,430
5	FANG	Diamondback Energy, Inc.	69	$13,647
6	DVN	Devon Energy Corp/De	221	$11,120
7	ZNOG	Zion Oil & Gas Inc	12,000	$4,200
8	CTRA	Coterra Energy Inc.	104	$3,654

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$185,724	1,407	-1.8%	Shares	Sole	2026-04-30
2025-12-31	$134,143	1,433	+0.8%	Shares	Sole	2026-02-03
2025-09-30	$134,506	1,422	+0.7%	Shares	Sole	2025-11-12
2025-06-30	$126,712	1,412	+0.8%	Shares	Sole	2025-08-07
2025-03-31	$147,133	1,401	-0.8%	Shares	Sole	2025-05-06
2024-12-31	$140,028	1,412	+16.4%	Shares	Sole	2025-01-14
2024-09-30	$127,704	1,213	+0.6%	Shares	Sole	2024-10-21
2024-06-30	$137,942	1,206	-6.3%	Shares	Sole	2024-07-31
2024-03-31	$163,809	1,287	-1.3%	Shares	Sole	2024-05-14
2023-12-31	$151,355	1,304	-12.7%	Shares	Sole	2024-01-18
2023-09-30	$178,861	1,493	-4.0%	Shares	Sole	2023-11-06
2023-06-30	$161,113	1,555	-6.7%	Shares	Sole	2023-08-08
2023-03-31	$165,283	1,666	-4.8%	Shares	Sole	2023-05-10
2022-12-31	$206,500	1,750	-1.1%	Shares	Sole	2023-01-26
2022-09-30	$181,039	1,769	+0.2%	Shares	Sole	2022-10-31
2022-06-30	$158,514	1,765	+7.4%	Shares	Sole	2022-08-12
2022-03-31	$164,400	1,644	+0.1%	Shares	Sole	2022-04-26
2021-12-31	$118,591	1,643	-1.4%	Shares	Sole	2022-02-04
2021-09-30	$112,972	1,667	+0.1%	Shares	Sole	2021-11-10
2021-06-30	$101,459	1,666	+1.6%	Shares	Sole	2021-08-05
2021-03-31	$86,870	1,640	+0.1%	Shares	Sole	2021-05-03
2020-12-31	$65,543	1,639	-8.0%	Shares	Sole	2021-02-09
2020-09-30	$58,520	1,782	+0.5%	Shares	Sole	2020-11-04
2020-06-30	$74,543	1,774	+0.1%	Shares	Sole	2020-08-12
2020-03-31	$54,608	1,773	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.