Position in COP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,518,855
-$198,465 QoQ
Shares Held
14,610
+12.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#902
of 2,423 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in COP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026IHT Wealth Management, LLC holds $5,734,621 across 9 Oil & Gas E&P names. COP ranks #1 (26.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
This page
|
14,610 | $1,518,855 | |
| 2 | OXY |
Occidental Petroleum Corp /De/
|
28,451 | $1,381,864 | |
| 3 | EXE |
EXPAND ENERGY Corp
|
10,841 | $988,590 | |
| 4 | EOG |
Eog Resources Inc
|
4,416 | $572,887 | |
| 5 | APA |
APA Corp
|
8,689 | $283,000 | |
| 6 | BSM |
Black Stone Minerals, L.P.
|
19,011 | $265,583 | |
| 7 | DVN |
Devon Energy Corp/De
|
6,102 | $252,134 | |
| 8 | EQT |
EQT Corp
|
4,683 | $248,995 |
All Filings in COP
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,518,855 | 14,610 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,717,320 | 13,010 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,870,140 | 19,978 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,816,411 | 19,203 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,650,587 | 18,393 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,672,128 | 15,922 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,003,997 | 10,124 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $976,577 | 9,276 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $778,127 | 6,803 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $734,405 | 5,770 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $654,518 | 5,639 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $674,354 | 5,629 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $598,451 | 5,776 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $795,961 | 8,023 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $909,780 | 7,710 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $932,624 | 9,113 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $631,364 | 7,030 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $770,200 | 7,702 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $328,779 | 4,555 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $269,724 | 3,980 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $935,911 | 15,368 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $462,798 | 8,737 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $310,482 | 7,764 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $252,670 | 7,694 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $266,364 | 6,339 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $239,131 | 7,764 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||