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Integrated Wealth Concepts LLC

Position in COP — Conocophillips

CIK 1737109 WALTHAM, MA

Position in COP

as of Mar 31, 2026 · filed May 15, 2026
Position Value
$6,120,840
+$2,961,222 QoQ
Shares Held
46,370
+37.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2020
23 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, 2026

Integrated Wealth Concepts LLC holds $49,009,199 across 21 Oil & Gas E&P names. COP ranks #2 (12.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 COP
Conocophillips
This page
46,370 $6,120,840

All Filings in COP

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23 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $6,120,840 46,370
2025-12-31 $3,159,618 33,753
2025-09-30 $3,423,874 36,197
2025-06-30 $3,365,519 37,503
2025-03-31 $3,183,051 30,309
2024-12-31 $2,869,781 28,938
2024-09-30 $3,147,450 29,896
2024-06-30 $3,111,593 27,204
2024-03-31 $3,358,028 26,383
2023-12-31 $2,744,707 23,647
2023-09-30 $3,679,657 30,715
2023-06-30 $3,828,803 36,954
2023-03-31 $2,645,434 26,665
2022-12-31 $1,481,136 12,552
2022-09-30 $1,391,926 13,601
2022-06-30 $1,292,186 14,388
2022-03-31 $1,434,200 14,342
2021-12-31 $1,034,989 14,339
2021-09-30 $1,086,556 16,033
2021-06-30 $934,875 15,351
2021-03-31 $690,781 13,041
2020-12-31 $494,356 12,362
2020-03-31 $224,193 7,279