Patriot Financial Group Insurance Agency, LLC

Insurance

Position in COP — Conocophillips

CIK 1694883 Westborough, MA

Position in COP

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$3,593,793

-$4,456,095 QoQ

Shares Held

34,569

-43.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.78%

of 13F equity value

Holder Rank

#611

of 2,429 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Patriot Financial Group Insurance Agency, LLC holds $4,892,137 across 4 Oil & Gas E&P names. COP ranks #1 (73.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COP	Conocophillips This page	34,569	$3,593,793
2	FANG	Diamondback Energy, Inc.	6,148	$1,080,695
3	CRK	Comstock Resources Inc	13,378	$199,599
4	PROP	Prairie Operating Co.	25,000	$18,050

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,593,793	34,569	-43.3%	Shares	Sole	2026-07-16
2026-03-31	$8,049,888	60,984	+102.2%	Shares	Sole	2026-04-22
2025-12-31	$2,822,622	30,153	+12.1%	Shares	Sole	2026-01-26
2025-09-30	$2,544,471	26,900	+8.2%	Shares	Sole	2025-10-08
2025-06-30	$2,231,295	24,864	+16.8%	Shares	Sole	2025-07-21
2025-03-31	$2,235,245	21,284	+6.1%	Shares	Sole	2025-04-14
2024-12-31	$1,989,647	20,063	+24.2%	Shares	Sole	2025-01-22
2024-09-30	$1,701,114	16,158	+38.4%	Shares	Sole	2024-10-24
2024-06-30	$1,334,928	11,671	+7.0%	Shares	Sole	2024-07-26
2024-03-31	$1,388,879	10,912	+6.9%	Shares	Sole	2024-04-30
2023-12-31	$1,185,306	10,212	+13.3%	Shares	Sole	2024-01-19
2023-09-30	$1,080,116	9,016	+4.8%	Shares	Sole	2023-10-19
2023-06-30	$891,356	8,603	+30.1%	Shares	Sole	2023-07-17
2023-03-31	$655,877	6,611	+10.5%	Shares	Sole	2023-04-20
2022-12-31	$705,758	5,981	+1.1%	Shares	Sole	2023-01-17
2022-09-30	$605,341	5,915	+1.6%	Shares	Sole	2022-11-01
2022-06-30	$522,604	5,819	-3.8%	Shares	Sole	2022-07-29
2022-03-31	$604,600	6,046	-26.4%	Shares	Sole	2022-05-11
2021-12-31	$592,742	8,212	+24.3%	Shares	Sole	2022-01-10
2021-09-30	$447,620	6,605	+8.9%	Shares	Sole	2021-11-24
2021-06-30	$369,236	6,063	+117.3%	Shares	Sole	2021-07-30
2021-03-31	$147,786	2,790	-0.0%	Shares	Sole	2021-04-29
2020-12-31	$111,612	2,791	+20.9%	Shares	Sole	2021-01-15
2020-09-30	$75,794	2,308	-11.7%	Shares	Sole	2020-10-21
2020-06-30	$109,840	2,614	+11.6%	Shares	Sole	2020-07-10
2020-03-31	$72,164	2,343	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.