Position in COP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$6,251,738
-$1,624,570 QoQ
Shares Held
60,136
+0.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#476
of 2,428 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COP Over Time
Shares Held
Position Value (USD)
Derivatives in COP
reported options exposure · as of Dec 31, 2020CallValue
$79
CallShares
2
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Independent Advisor Alliance holds $27,960,991 across 16 Oil & Gas E&P names. COP ranks #1 (22.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
This page
|
60,136 | $6,251,738 | |
| 2 | TPL |
Texas Pacific Land Corp
|
11,059 | $4,839,860 | |
| 3 | EOG |
Eog Resources Inc
|
22,953 | $2,977,692 | |
| 4 | DVN |
Devon Energy Corp/De
|
54,434 | $2,249,212 | |
| 5 | DMLP |
Dorchester Minerals, L.P.
|
83,550 | $2,109,637 | |
| 6 | AR |
ANTERO RESOURCES Corp
|
59,482 | $2,090,196 | |
| 7 | OXY |
Occidental Petroleum Corp /De/
|
27,365 | $1,329,117 | |
| 8 | EXE |
EXPAND ENERGY Corp
|
13,046 | $1,189,663 |
All Filings in COP
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,251,738 | 60,136 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,876,308 | 59,669 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $7,109,398 | 75,947 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $7,406,396 | 78,300 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $7,140,790 | 79,572 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $9,342,683 | 88,961 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $9,089,921 | 91,660 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $9,572,583 | 90,925 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $10,631,620 | 92,950 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $11,384,940 | 89,448 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $10,295,292 | 88,699 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $10,354,193 | 86,429 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $9,026,398 | 87,119 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $7,850,884 | 79,134 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $9,410,618 | 79,751 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $8,299,569 | 81,098 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $8,349,815 | 92,972 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $5,236,100 | 52,361 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $3,271,486 | 45,324 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,075,538 | 45,382 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,785,931 | 45,746 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $4,551,765 | 85,931 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $3,344,243 | 83,627 | Shares | Sole | 2021-02-11 | |
| 2020-12-31 | $79 | 2 | Call | Sole | 2021-02-11 | |
| 2020-09-30 | $2,639,317 | 80,369 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $3,266,760 | 77,743 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,194,947 | 38,797 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||