Position in COP
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$20,189,796
+$6,508,601 QoQ
Shares Held
152,953
+4.7% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in COP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Mar 31, 2026Steward Partners Investment Advisory, LLC holds $110,428,493 across 39 Oil & Gas E&P names. COP ranks #2 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APA |
APA Corp
|
516,366 | $21,914,573 | |
| 2 | COP |
Conocophillips
This page
|
152,953 | $20,189,796 | |
| 3 | EOG |
Eog Resources Inc
|
130,906 | $18,925,080 | |
| 4 | SM |
SM Energy Co
|
457,333 | $14,259,642 | |
| 5 | FANG |
Diamondback Energy, Inc.
|
56,622 | $11,199,265 | |
| 6 | DVN |
Devon Energy Corp/De
|
121,980 | $6,138,033 | |
| 7 | EXE |
EXPAND ENERGY Corp
|
32,158 | $3,530,305 | |
| 8 | OXY |
Occidental Petroleum Corp /De/
|
49,031 | $3,187,015 |
All Filings in COP
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $20,189,796 | 152,953 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $13,681,195 | 146,151 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $13,532,612 | 143,066 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $11,808,437 | 131,585 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $13,450,331 | 128,074 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $11,730,521 | 118,287 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $7,828,094 | 74,355 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $7,885,929 | 68,945 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $8,354,404 | 65,638 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $6,460,688 | 55,662 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $6,304,714 | 52,627 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,164,778 | 78,803 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $25,078,601 | 252,783 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $29,316,156 | 248,442 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $24,559,246 | 239,977 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $24,982,357 | 278,169 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $18,580,100 | 185,801 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $9,491,453 | 131,497 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,718,105 | 25,352 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,346,133 | 22,104 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,506,413 | 28,439 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $845,948 | 21,154 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $895,481 | 27,268 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $1,169,794 | 27,839 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $748,963 | 24,317 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||