Position in COP
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$522,814
-$166,094 QoQ
Shares Held
5,029
-3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,415
of 2,429 holders
Holding Since
Mar 2020
18 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 Sep 30, 2020CallValue
$0
CallShares
0
PutValue
$212,934
PutShares
6,484
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, 2026Cypress Wealth Services, LLC holds $797,492 across 2 Oil & Gas E&P names. COP ranks #1 (65.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
This page
|
5,029 | $522,814 | |
| 2 | BSM |
Black Stone Minerals, L.P.
|
19,662 | $274,678 |
All Filings in COP
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $522,814 | 5,029 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $688,908 | 5,219 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $397,842 | 4,250 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $315,363 | 3,334 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $279,629 | 3,116 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $291,850 | 2,779 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $207,562 | 2,093 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $274,886 | 2,611 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $289,381 | 2,530 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $226,812 | 1,782 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $200,685 | 1,729 | Shares | Sole | 2024-01-11 | |
| 2021-09-30 | $286,870 | 4,233 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $415,764 | 6,827 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $256,321 | 4,839 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $262,534 | 6,565 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $212,934 | 6,484 | Put | Sole | 2020-10-23 | |
| 2020-06-30 | $255,985 | 6,092 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $213,536 | 6,933 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||