Position in COP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,120,065
-$253,395 QoQ
Shares Held
10,774
+3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,029
of 2,429 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in COP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026PERSONAL CFO SOLUTIONS, LLC holds $3,393,316 across 8 Oil & Gas E&P names. COP ranks #1 (33.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
This page
|
10,774 | $1,120,065 | |
| 2 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
15,056 | $594,712 | |
| 3 | EOG |
Eog Resources Inc
|
3,296 | $427,590 | |
| 4 | MTDR |
Matador Resources Co
|
6,417 | $319,438 | |
| 5 | EXE |
EXPAND ENERGY Corp
|
2,975 | $271,290 | |
| 6 | FANG |
Diamondback Energy, Inc.
|
1,301 | $228,689 | |
| 7 | CHRD |
Chord Energy Corp
|
1,941 | $221,856 | |
| 8 | OXY |
Occidental Petroleum Corp /De/
|
4,317 | $209,676 |
All Filings in COP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,120,065 | 10,774 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,373,460 | 10,405 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,050,865 | 11,226 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $1,092,514 | 11,550 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $1,014,779 | 11,308 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $1,079,290 | 10,277 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $866,944 | 8,742 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $776,966 | 7,380 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $838,405 | 7,330 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $954,727 | 7,501 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $852,302 | 7,343 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $890,713 | 7,435 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $742,365 | 7,165 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $712,327 | 7,180 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $835,676 | 7,082 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $749,742 | 7,326 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $657,409 | 7,320 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $704,700 | 7,047 | Shares | Defined | 2022-05-02 | |
| 2021-12-31 | $492,123 | 6,818 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $446,807 | 6,593 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $377,336 | 6,196 | Shares | Defined | 2021-07-22 | |
| 2021-03-31 | $292,924 | 5,530 | Shares | Defined | 2021-04-21 | |
| 2020-12-31 | $227,903 | 5,699 | Shares | Defined | 2021-02-09 | |
| No filing history on record for this holder in this stock. | ||||||