Position in COP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$312,711
-$248,949 QoQ
Shares Held
3,008
-29.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,745
of 2,429 holders
Holding Since
Dec 2021
18 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, 2026Summit Financial Wealth Advisors, LLC holds $1,327,499 across 4 Oil & Gas E&P names. COP ranks #3 (23.6% of the industry book) .
All Filings in COP
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $312,711 | 3,008 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $561,660 | 4,255 | Shares | Sole | 2026-05-26 | |
| 2025-12-31 | $398,965 | 4,262 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $460,558 | 4,869 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $379,959 | 4,234 | Shares | Sole | 2025-09-29 | |
| 2025-03-31 | $410,733 | 3,911 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $400,845 | 4,042 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $383,850 | 3,646 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $421,833 | 3,688 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $464,062 | 3,646 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $423,191 | 3,646 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $436,790 | 3,646 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $377,762 | 3,646 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $378,188 | 3,812 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $449,816 | 3,812 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $223,408 | 2,183 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $196,055 | 2,183 | Shares | Sole | 2022-07-26 | |
| 2021-12-31 | $188,245 | 2,608 | Shares | Sole | 2022-01-12 | |
| No filing history on record for this holder in this stock. | ||||||