Position in COP
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,386,704
-$436,808 QoQ
Shares Held
32,577
+12.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#629
of 2,429 holders
Holding Since
Sep 2021
20 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, 2026Summit Financial, LLC holds $27,274,793 across 11 Oil & Gas E&P names. COP ranks #5 (12.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXE |
EXPAND ENERGY Corp
|
69,393 | $6,327,947 | |
| 2 | EOG |
Eog Resources Inc
|
39,187 | $5,083,729 | |
| 3 | DVN |
Devon Energy Corp/De
|
106,056 | $4,382,233 | |
| 4 | EQT |
EQT Corp
|
66,325 | $3,526,500 | |
| 5 | COP |
Conocophillips
This page
|
32,577 | $3,386,704 | |
| 6 | MUR |
Murphy Oil Corp
|
40,440 | $1,316,726 | |
| 7 | OXY |
Occidental Petroleum Corp /De/
|
24,511 | $1,190,499 | |
| 8 | FANG |
Diamondback Energy, Inc.
|
4,825 | $848,138 |
All Filings in COP
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,386,704 | 32,577 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $3,823,512 | 28,966 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,681,645 | 28,647 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,659,114 | 28,112 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,450,171 | 27,303 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $3,224,954 | 30,708 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,777,454 | 28,007 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $2,498,294 | 23,730 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,584,301 | 22,594 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,427,317 | 11,214 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $1,270,502 | 10,946 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,676,960 | 13,998 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $705,066 | 6,805 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $452,496 | 4,561 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $518,138 | 4,391 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $499,009 | 4,876 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $390,942 | 4,353 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $450,100 | 4,501 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $355,847 | 4,930 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $254,001 | 3,748 | Shares | Sole | 2021-11-08 | |
| No filing history on record for this holder in this stock. | ||||||