Moss Adams Wealth Advisors LLC

Position in COP — Conocophillips

CIK 1661245 SEATTLE, WA

Position in COP

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$329,864

-$106,528 QoQ

Shares Held

3,173

-4.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,710

of 2,429 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 10% Shared 0% None 90%

Energy · as of Jun 30, 2026

Moss Adams Wealth Advisors LLC holds $883,517 across 4 Oil & Gas E&P names. COP ranks #1 (37.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COP	Conocophillips This page	3,173	$329,864
2	OXY	Occidental Petroleum Corp /De/	5,787	$281,074
3	FANG	Diamondback Energy, Inc.	1,448	$254,529
4	PROP	Prairie Operating Co.	25,000	$18,050

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$329,864	3,173	-4.0%	Shares	Other	2026-07-27
2026-03-31	$436,392	3,306	+19.4%	Shares	Other	2026-04-23
2025-12-31	$259,298	2,770	+5.6%	Shares	Other	2026-01-26
2025-09-30	$248,203	2,624	-5.8%	Shares	Other	2025-10-21
2025-06-30	$250,104	2,787	+17.9%	Shares	Other	2025-07-17
2025-03-31	$248,161	2,363	+1.0%	Shares	Other	2025-04-14
2024-12-31	$231,957	2,339	-6.9%	Shares	Other	2025-01-15
2024-09-30	$264,568	2,513	—	Shares	Other	2024-10-18
No filing history on record for this holder in this stock.