LYELL WEALTH MANAGEMENT, LP

Position in COP — Conocophillips

CIK 1686444 MENLO PARK, CA

Position in COP

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,484,029

-$718,523 QoQ

Shares Held

14,275

-14.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#911

of 2,429 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

LYELL WEALTH MANAGEMENT, LP holds $1,484,029 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	14,275	$1,484,029

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,484,029	14,275	-14.4%	Shares	Sole	2026-08-05
2026-03-31	$2,202,552	16,686	-11.9%	Shares	Sole	2026-05-07
2025-12-31	$1,773,347	18,944	-16.3%	Shares	Sole	2026-02-12
2025-09-30	$2,140,287	22,627	-4.6%	Shares	Sole	2025-11-06
2025-06-30	$2,127,466	23,707	-24.7%	Shares	Sole	2025-07-29
2025-03-31	$3,306,764	31,487	-2.2%	Shares	Sole	2025-05-08
2024-12-31	$3,191,588	32,183	-31.2%	Shares	Sole	2025-02-03
2024-09-30	$4,923,419	46,765	-11.5%	Shares	Sole	2024-10-23
2024-06-30	$6,046,813	52,866	+3.1%	Shares	Sole	2024-08-08
2024-03-31	$6,524,118	51,258	+4.9%	Shares	Sole	2024-05-03
2023-12-31	$5,671,876	48,866	+2.9%	Shares	Sole	2024-02-02
2023-09-30	$5,688,463	47,483	+19.7%	Shares	Sole	2023-10-31
2023-06-30	$4,108,758	39,656	+10.6%	Shares	Sole	2023-08-04
2023-03-31	$3,558,365	35,867	+22.8%	Shares	Sole	2023-05-03
2022-12-31	$3,447,724	29,218	+669.9%	Shares	Sole	2023-01-24
2022-09-30	$388,380	3,795	+11.9%	Shares	Sole	2022-10-24
2022-06-30	$304,455	3,390	+1.2%	Shares	Sole	2022-07-28
2022-03-31	$335,000	3,350	—	Shares	Sole	2022-05-04
No filing history on record for this holder in this stock.