Position in COP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$258,444
-$69,708 QoQ
Shares Held
2,486
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,875
of 2,429 holders
Holding Since
Mar 2023
7 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, 2026CM WEALTH ADVISORS LLC holds $532,309 across 2 Oil & Gas E&P names. COP ranks #2 (48.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FANG |
Diamondback Energy, Inc.
|
1,558 | $273,865 | |
| 2 | COP |
Conocophillips
This page
|
2,486 | $258,444 |
All Filings in COP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,444 | 2,486 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $328,152 | 2,486 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $231,778 | 2,476 | Shares | Sole | 2026-01-26 | |
| 2024-06-30 | $202,109 | 1,767 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $856,721 | 6,731 | Shares | Sole | 2024-05-13 | |
| 2023-06-30 | $549,340 | 5,302 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $2,338,280 | 23,569 | Shares | Sole | 2023-05-01 | |
| No filing history on record for this holder in this stock. | ||||||