AE Wealth Management LLC

Position in COP — Conocophillips

CIK 1697723 TOPEKA, KS

Position in COP

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$7,581,674

-$963,874 QoQ

Shares Held

72,929

+12.7% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#429

of 2,428 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

AE Wealth Management LLC holds $67,715,666 across 12 Oil & Gas E&P names. COP ranks #3 (11.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EOG	Eog Resources Inc	184,299	$23,909,074
2	APA	APA Corp	718,044	$23,386,655
3	COP	Conocophillips This page	72,929	$7,581,674
4	CHRD	Chord Energy Corp	33,749	$3,857,487
5	OXY	Occidental Petroleum Corp /De/	73,437	$3,566,814
6	FANG	Diamondback Energy, Inc.	9,271	$1,629,646
7	DVN	Devon Energy Corp/De	29,021	$1,199,129
8	TPL	Texas Pacific Land Corp	2,130	$932,162

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,581,674	72,929	+12.7%	Shares	Other	2026-08-03
2026-03-31	$8,545,548	64,739	+7.9%	Shares	Other	2026-05-13
2025-12-31	$5,614,240	59,975	-42.0%	Shares	Other	2026-01-26
2025-09-30	$9,783,425	103,430	+107.5%	Shares	Other	2025-11-03
2025-06-30	$4,472,899	49,843	+164.5%	Shares	Other	2025-08-06
2025-03-31	$1,978,882	18,843	+5.7%	Shares	Other	2025-05-06
2024-12-31	$1,767,894	17,827	-37.9%	Shares	Other	2025-02-13
2024-09-30	$3,024,262	28,726	-11.2%	Shares	Other	2024-11-14
2024-06-30	$3,699,269	32,342	+6.6%	Shares	Other	2024-08-12
2024-03-31	$3,862,555	30,347	-75.4%	Shares	Other	2024-05-15
2023-12-31	$14,305,975	123,253	-3.7%	Shares	Other	2024-02-14
2023-09-30	$15,334,879	128,004	+33.7%	Shares	Other	2023-10-11
2023-06-30	$9,916,409	95,709	-0.8%	Shares	Other	2023-07-10
2023-03-31	$9,572,673	96,489	-2.6%	Shares	Sole	2023-04-14
2022-12-31	$11,685,304	99,028	+0.8%	Shares	Sole	2023-01-31
2022-09-30	$10,054,495	98,246	+52.4%	Shares	Sole	2022-10-25
2022-06-30	$5,791,397	64,485	+6.2%	Shares	Sole	2022-08-03
2022-03-31	$6,069,900	60,699	+6.8%	Shares	Sole	2022-04-18
2021-12-31	$4,102,927	56,843	+21.1%	Shares	Sole	2022-01-20
2021-09-30	$3,180,784	46,935	-0.8%	Shares	Sole	2021-11-01
2021-06-30	$2,882,092	47,325	+10.8%	Shares	Sole	2021-07-21
2021-03-31	$2,261,766	42,699	-2.0%	Shares	Sole	2021-04-27
2020-12-31	$1,741,844	43,557	-27.1%	Shares	Sole	2021-02-01
2020-09-30	$1,963,405	59,787	-23.8%	Shares	Sole	2020-11-06
2020-06-30	$3,298,527	78,499	+7.0%	Shares	Sole	2020-08-05
2020-03-31	$2,259,765	73,369	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.