Principle Wealth Partners LLC

Position in COP — Conocophillips

CIK 1743413 MADISON, CT

Position in COP

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$3,760,337

-$1,028,755 QoQ

Shares Held

36,171

-0.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#595

of 2,429 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Principle Wealth Partners LLC holds $5,818,920 across 3 Oil & Gas E&P names. COP ranks #1 (64.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COP	Conocophillips This page	36,171	$3,760,337
2	TPL	Texas Pacific Land Corp	4,017	$1,757,999
3	EOG	Eog Resources Inc	2,317	$300,584

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,760,337	36,171	-0.3%	Shares	Sole	2026-08-07
2026-03-31	$4,789,092	36,281	-2.8%	Shares	Sole	2026-05-07
2025-12-31	$3,492,869	37,313	+0.6%	Shares	Sole	2026-02-06
2025-09-30	$3,508,816	37,095	-0.4%	Shares	Sole	2025-11-03
2025-06-30	$3,342,635	37,248	-0.0%	Shares	Sole	2025-07-30
2025-03-31	$3,912,520	37,255	0.0%	Shares	Sole	2025-05-06
2024-12-31	$3,694,578	37,255	+0.3%	Shares	Sole	2025-01-29
2024-09-30	$3,911,678	37,155	+0.3%	Shares	Sole	2024-11-13
2024-06-30	$4,238,350	37,055	0.0%	Shares	Sole	2024-08-13
2024-03-31	$4,716,360	37,055	-26.8%	Shares	Sole	2024-04-23
2023-12-31	$5,876,508	50,629	+0.2%	Shares	Sole	2024-02-05
2023-09-30	$6,052,056	50,518	+0.6%	Shares	Sole	2023-11-01
2023-06-30	$5,203,086	50,218	0.0%	Shares	Sole	2023-07-31
2023-03-31	$4,982,127	50,218	0.0%	Shares	Sole	2023-05-10
2022-12-31	$5,925,724	50,218	+0.7%	Shares	Sole	2023-02-02
2022-09-30	$5,104,105	49,874	-2.5%	Shares	Sole	2022-11-14
2022-06-30	$4,595,308	51,167	+1.9%	Shares	Sole	2022-08-02
2022-03-31	$5,021,100	50,211	+0.3%	Shares	Sole	2022-05-12
2021-12-31	$3,613,402	50,061	+0.7%	Shares	Sole	2022-02-11
2021-09-30	$3,368,169	49,700	0.0%	Shares	Sole	2021-11-16
2021-06-30	$3,026,730	49,700	-1.8%	Shares	Sole	2021-08-13
2021-03-31	$2,680,493	50,604	-0.6%	Shares	Sole	2021-05-18
2020-12-31	$2,035,770	50,907	+9.0%	Shares	Sole	2021-02-16
2020-09-30	$1,534,219	46,718	0.0%	Shares	Sole	2020-11-16
2020-06-30	$1,963,090	46,718	+2.7%	Shares	Sole	2020-08-14
2020-03-31	$1,400,630	45,475	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.