Heritage Wealth Advisors

Position in COP — Conocophillips

CIK 1591122 RICHMOND, VA

Position in COP

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$39,782,061

-$12,249,171 QoQ

Shares Held

382,667

-2.9% QoQ

Ownership

0.032%

of shares outstanding

% of Portfolio

3.34%

of 13F equity value

Holder Rank

#182

of 2,429 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 42% Shared 0% None 58%

Energy · as of Jun 30, 2026

Heritage Wealth Advisors holds $39,912,728 across 5 Oil & Gas E&P names. COP ranks #1 (99.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COP	Conocophillips This page	382,667	$39,782,061
2	EOG	Eog Resources Inc	796	$103,265
3	CNQ	CANADIAN NATURAL RESOURCES Ltd	400	$15,800
4	FANG	Diamondback Energy, Inc.	41	$7,206
5	APA	APA Corp	135	$4,396

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$39,782,061	382,667	-2.9%	Shares	Sole	2026-08-14
2026-03-31	$52,031,232	394,176	-19.7%	Shares	Sole	2026-05-14
2025-12-31	$45,925,627	490,606	+2.6%	Shares	Sole	2026-02-13
2025-09-30	$45,248,450	478,364	+4.9%	Shares	Sole	2025-11-13
2025-06-30	$40,918,119	455,963	+2.5%	Shares	Sole	2025-08-11
2025-03-31	$46,715,311	444,823	+5.9%	Shares	Sole	2025-05-08
2024-12-31	$41,647,334	419,959	+5.4%	Shares	Sole	2025-02-12
2024-09-30	$41,962,397	398,579	+6.5%	Shares	Sole	2024-11-12
2024-06-30	$42,826,159	374,420	+5.1%	Shares	Sole	2024-12-12
2024-03-31	$45,358,137	356,365	+8.5%	Shares	Sole	2024-12-12
2023-12-31	$38,125,861	328,473	+1.0%	Shares	Sole	2024-12-12
2023-09-30	$38,963,153	325,235	+16.8%	Shares	Sole	2024-12-12
2023-06-30	$28,846,785	278,417	+6.5%	Shares	Sole	2024-12-12
2023-03-31	$25,926,251	261,327	+6.8%	Shares	Sole	2023-05-04
2022-12-31	$28,882,624	244,768	+2.0%	Shares	Sole	2024-12-12
2022-09-30	$24,557,097	239,956	+6.9%	Shares	Sole	2024-12-12
2022-06-30	$20,153,633	224,403	+22.5%	Shares	Sole	2022-08-04
2022-03-31	$18,311,600	183,116	-8.4%	Shares	Sole	2022-05-11
2021-12-31	$14,431,019	199,931	+6.7%	Shares	Sole	2022-03-28
2021-09-30	$12,699,352	187,389	+12.6%	Shares	Sole	2021-11-02
2021-06-30	$10,131,933	166,370	+46113.9%	Shares	Sole	2021-08-09
2021-03-31	$19,069	360	+227.3%	Shares	Sole	2021-04-27
2020-12-31	$4,398	110	-61.7%	Shares	Sole	2021-02-01
2020-09-30	$9,425	287	—	Shares	Sole	2020-11-03
No filing history on record for this holder in this stock.