Position in COP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,794,557
-$569,299 QoQ
Shares Held
17,262
-3.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#839
of 2,429 holders
Holding Since
Sep 2021
20 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, 2026Legacy Financial Advisors, Inc. holds $3,800,571 across 7 Oil & Gas E&P names. COP ranks #1 (47.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
This page
|
17,262 | $1,794,557 | |
| 2 | DVN |
Devon Energy Corp/De
|
13,433 | $555,051 | |
| 3 | EOG |
Eog Resources Inc
|
3,462 | $449,125 | |
| 4 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
7,447 | $294,156 | |
| 5 | OXY |
Occidental Petroleum Corp /De/
|
5,560 | $270,049 | |
| 6 | EQT |
EQT Corp
|
4,185 | $222,516 | |
| 7 | EXE |
EXPAND ENERGY Corp
|
2,359 | $215,117 |
All Filings in COP
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,794,557 | 17,262 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,363,856 | 17,908 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,896,819 | 20,263 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,749,915 | 18,500 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,466,979 | 16,347 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $612,266 | 5,830 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $776,104 | 7,826 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $733,591 | 6,968 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $776,525 | 6,789 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $859,649 | 6,754 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $795,891 | 6,857 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $774,267 | 6,463 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $622,903 | 6,012 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $597,839 | 6,026 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $681,332 | 5,774 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $425,734 | 4,160 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $327,986 | 3,652 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $398,300 | 3,983 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $276,088 | 3,825 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $231,434 | 3,415 | Shares | Sole | 2021-10-26 | |
| No filing history on record for this holder in this stock. | ||||||