Foundations Investment Advisors, LLC
EndowmentPosition in COP — Conocophillips
CIK 1743404
PHOENIX, AZ
Position in COP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,537,464
-$95,244 QoQ
Shares Held
14,789
+19.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#900
of 2,429 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Foundations Investment Advisors, LLC holds $4,245,302 across 6 Oil & Gas E&P names. COP ranks #2 (36.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OXY |
Occidental Petroleum Corp /De/
|
32,170 | $1,562,496 | |
| 2 | COP |
Conocophillips
This page
|
14,789 | $1,537,464 | |
| 3 | DMLP |
Dorchester Minerals, L.P.
|
16,274 | $410,918 | |
| 4 | TPL |
Texas Pacific Land Corp
|
639 | $279,651 | |
| 5 | EOG |
Eog Resources Inc
|
1,885 | $244,541 | |
| 6 | FANG |
Diamondback Energy, Inc.
|
1,196 | $210,232 |
All Filings in COP
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,537,464 | 14,789 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,632,708 | 12,369 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,982,566 | 21,179 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,219,548 | 12,893 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,208,708 | 13,469 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,460,933 | 13,911 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,328,977 | 13,401 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,291,575 | 12,268 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,373,932 | 12,012 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,443,227 | 11,339 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,379,724 | 11,887 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,495,343 | 12,482 | Shares | Sole | 2023-10-05 | |
| 2023-06-30 | $1,517,161 | 14,643 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $1,198,258 | 12,078 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,315,936 | 11,152 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $1,055,637 | 10,315 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $936,089 | 10,423 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $1,142,800 | 11,428 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $863,128 | 11,958 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $810,122 | 11,954 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $732,627 | 12,030 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $807,315 | 15,241 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $593,051 | 14,830 | Shares | Sole | 2021-01-13 | |
| No filing history on record for this holder in this stock. | ||||||