Milestones Private Investment Advisors LLC
Position in COP — Conocophillips
CIK 1726041
FAIRPORT, NY
Position in COP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$241,083
-$65,025 QoQ
Shares Held
2,319
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.54%
of 13F equity value
Holder Rank
#1,941
of 2,429 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Milestones Private Investment Advisors LLC holds $568,651 across 2 Oil & Gas E&P names. COP ranks #2 (42.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EOG |
Eog Resources Inc
|
2,525 | $327,568 | |
| 2 | COP |
Conocophillips
This page
|
2,319 | $241,083 |
All Filings in COP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,083 | 2,319 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $306,108 | 2,319 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $226,723 | 2,422 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $228,056 | 2,411 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $216,363 | 2,411 | Shares | Sole | 2025-09-11 | |
| No filing history on record for this holder in this stock. | ||||||