Position in COP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$252,414
-$72,570 QoQ
Shares Held
2,428
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,897
of 2,429 holders
Holding Since
Mar 2020
16 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, 2026Connecticut Wealth Management, LLC holds $252,414 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
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|
2,428 | $252,414 |
All Filings in COP
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,414 | 2,428 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $324,984 | 2,462 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $230,467 | 2,462 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,276,302 | 13,493 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,247,744 | 13,904 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,560,177 | 14,856 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,492,607 | 15,051 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,541,193 | 14,639 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,719,360 | 15,032 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,145,177 | 16,854 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $2,080,090 | 17,921 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $619,845 | 5,174 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $279,539 | 2,698 | Shares | Sole | 2023-07-25 | |
| 2020-09-30 | $224,724 | 6,843 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $558,445 | 13,290 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $235,620 | 7,650 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||