Position in COP
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$129,360
+$39,589 QoQ
Shares Held
980
+2.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
16 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 Mar 31, 2026Financial Gravity Asset Management, Inc. holds $322,231 across 8 Oil & Gas E&P names. COP ranks #1 (40.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
This page
|
980 | $129,360 | |
| 2 | FANG |
Diamondback Energy, Inc.
|
618 | $122,234 | |
| 3 | OXY |
Occidental Petroleum Corp /De/
|
491 | $31,915 | |
| 4 | VOC |
VOC Energy Trust
|
4,000 | $13,840 | |
| 5 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
268 | $13,059 | |
| 6 | PR |
Permian Resources Corp
|
501 | $10,681 | |
| 7 | VIST |
Vista Energy, S.A.B. de C.V.
|
8 | $603 | |
| 8 | OBE |
Obsidian Energy Ltd.
|
57 | $539 |
All Filings in COP
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $129,360 | 980 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $89,771 | 959 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $93,549 | 989 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $110,165 | 1,049 | Shares | Sole | 2025-04-30 | |
| 2024-06-30 | $90,817 | 794 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $101,187 | 795 | Shares | Sole | 2024-06-26 | |
| 2023-12-31 | $92,159 | 794 | Shares | Sole | 2024-06-26 | |
| 2023-09-30 | $1,046,450 | 8,735 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $10,775 | 104 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $9,821 | 99 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $13,924 | 118 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $198,322 | 1,938 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $299,034 | 3,330 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $190,000 | 1,900 | Shares | Sole | 2022-05-13 | |
| 2020-12-31 | $39 | 1 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $110,140 | 3,576 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||