Position in COP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,832,398
-$500,570 QoQ
Shares Held
17,626
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#830
of 2,428 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in COP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Heritage Trust Co holds $6,039,016 across 3 Oil & Gas E&P names. COP ranks #2 (30.3% of the industry book) .
All Filings in COP
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,832,398 | 17,626 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $2,332,968 | 17,674 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,088,719 | 22,313 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,996,037 | 21,102 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,976,074 | 22,020 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $2,354,758 | 22,422 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $1,989,646 | 20,063 | Shares | Other | 2025-02-13 | |
| 2024-06-30 | $1,795,078 | 15,694 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,963,165 | 15,424 | Shares | Other | 2024-05-10 | |
| 2023-12-31 | $1,802,914 | 15,533 | Shares | Other | 2024-02-09 | |
| 2023-09-30 | $1,646,530 | 13,744 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $1,430,231 | 13,804 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $1,308,182 | 13,186 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $1,568,338 | 13,291 | Shares | Other | 2023-02-10 | |
| 2022-09-30 | $1,362,349 | 13,312 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $1,253,208 | 13,954 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $1,401,500 | 14,015 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $2,449,716 | 33,939 | Shares | Other | 2022-02-09 | |
| 2021-09-30 | $2,456,729 | 36,251 | Shares | Other | 2021-11-09 | |
| 2021-06-30 | $2,354,332 | 38,659 | Shares | Other | 2021-08-09 | |
| 2021-03-31 | $2,205,034 | 41,628 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $1,635,230 | 40,891 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $1,385,026 | 42,175 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $1,801,438 | 42,871 | Shares | Other | 2020-08-04 | |
| 2020-03-31 | $1,426,101 | 46,302 | Shares | Other | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||