WealthPLAN Partners, LLC

Position in COP — Conocophillips

CIK 1639943 OMAHA, NE

Position in COP

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$262,706

-$70,858 QoQ

Shares Held

2,527

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,868

of 2,429 holders

Holding Since

Sep 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

WealthPLAN Partners, LLC holds $262,706 across 1 Oil & Gas E&P name. COP ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	COP	Conocophillips This page	2,527	$262,706

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$262,706	2,527	0.0%	Shares	Sole	2026-07-28
2026-03-31	$333,564	2,527	+1.1%	Shares	Sole	2026-04-29
2025-12-31	$234,025	2,500	0.0%	Shares	Sole	2026-02-12
2025-09-30	$236,475	2,500	-17.4%	Shares	Sole	2025-10-27
2025-06-30	$271,642	3,027	-11.3%	Shares	Sole	2025-07-28
2025-03-31	$358,538	3,414	+0.4%	Shares	Sole	2025-05-12
2024-12-31	$337,077	3,399	-2.8%	Shares	Other	2025-01-30
2024-09-30	$368,164	3,497	-3.4%	Shares	Sole	2024-11-05
2024-06-30	$414,169	3,621	-0.5%	Shares	Sole	2024-08-09
2024-03-31	$463,299	3,640	+0.7%	Shares	Sole	2024-05-07
2023-12-31	$419,708	3,616	-1.9%	Shares	Other	2024-01-05
2023-09-30	$441,462	3,685	+3.7%	Shares	Other	2023-11-02
2023-06-30	$368,332	3,555	+9.2%	Shares	Sole	2023-07-31
2023-03-31	$322,928	3,255	-0.1%	Shares	Other	2023-05-10
2022-12-31	$384,562	3,259	-5.2%	Shares	Other	2023-02-16
2022-03-31	$343,800	3,438	+3.7%	Shares	Other	2022-05-03
2021-12-31	$239,276	3,315	+3.6%	Shares	Sole	2022-02-01
2021-09-30	$216,796	3,199	—	Shares	Sole	2021-12-09
No filing history on record for this holder in this stock.