Dakota Wealth Management

Position in COP — Conocophillips

CIK 1631353 PALM BEACH GARDENS, FL

Position in COP

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$4,719,680

-$1,783,960 QoQ

Shares Held

45,399

-7.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#533

of 2,429 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Dakota Wealth Management holds $9,480,473 across 4 Oil & Gas E&P names. COP ranks #1 (49.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COP	Conocophillips This page	45,399	$4,719,680
2	CNQ	CANADIAN NATURAL RESOURCES Ltd	79,584	$3,143,568
3	EOG	Eog Resources Inc	10,526	$1,365,537
4	CHRD	Chord Energy Corp	2,202	$251,688

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,719,680	45,399	-7.9%	Shares	Defined	2026-08-07
2026-03-31	$6,503,640	49,270	+2.4%	Shares	Defined	2026-05-07
2025-12-31	$4,503,389	48,108	-12.6%	Shares	Defined	2026-01-13
2025-09-30	$5,206,422	55,042	-10.1%	Shares	Sole	2025-11-10
2025-06-30	$5,495,408	61,237	-0.8%	Shares	Defined	2025-07-16
2025-03-31	$6,483,724	61,738	-1.5%	Shares	Defined	2025-05-02
2024-12-31	$6,218,058	62,701	-1.7%	Shares	Sole	2025-01-17
2024-09-30	$6,714,021	63,773	-1.5%	Shares	Defined	2024-10-23
2024-06-30	$7,403,131	64,724	+0.6%	Shares	Defined	2024-07-22
2024-03-31	$8,189,067	64,339	+10.9%	Shares	Defined	2024-04-24
2023-12-31	$6,734,961	58,025	+1.4%	Shares	Defined	2024-01-30
2023-09-30	$6,855,075	57,221	+1.4%	Shares	Sole	2023-10-24
2023-06-30	$5,849,612	56,458	+20.8%	Shares	Other	2023-07-31
2023-03-31	$4,637,074	46,740	-2.2%	Shares	Sole	2023-04-14
2022-12-31	$5,638,158	47,781	-1.0%	Shares	Sole	2023-02-08
2022-09-30	$4,939,644	48,267	+29.1%	Shares	Other	2022-11-10
2022-06-30	$3,357,725	37,387	+5.5%	Shares	Sole	2022-08-05
2022-03-31	$3,542,300	35,423	—	Shares	Other	2022-05-13
No filing history on record for this holder in this stock.