Position in COP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$651,621
-$15,771 QoQ
Shares Held
6,268
+24.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,272
of 2,429 holders
Holding Since
Mar 2023
14 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, 2026Shepherd Financial Partners LLC holds $2,903,604 across 2 Oil & Gas E&P names. COP ranks #2 (22.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EOG |
Eog Resources Inc
|
17,359 | $2,251,983 | |
| 2 | COP |
Conocophillips
This page
|
6,268 | $651,621 |
All Filings in COP
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $651,621 | 6,268 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $667,392 | 5,056 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $471,139 | 5,033 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $360,482 | 3,811 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $558,272 | 6,221 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $667,717 | 6,358 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $623,283 | 6,285 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $776,861 | 7,379 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $851,330 | 7,443 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $946,835 | 7,439 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $975,452 | 8,404 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,731,349 | 14,452 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $377,865 | 3,647 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $362,314 | 3,652 | Shares | Sole | 2023-05-02 | |
| No filing history on record for this holder in this stock. | ||||||