SUMMIT WEALTH & RETIREMENT PLANNING, INC.
PensionPosition in COP — Conocophillips
CIK 1766995
EAGLE, ID
Position in COP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$229,751
-$44,677 QoQ
Shares Held
2,210
+6.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,969
of 2,429 holders
Holding Since
Mar 2022
5 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 WEALTH & RETIREMENT PLANNING, INC. holds $229,751 across 1 Oil & Gas E&P name. COP ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
This page
|
2,210 | $229,751 |
All Filings in COP
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,751 | 2,210 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $274,428 | 2,079 | Shares | Sole | 2026-05-11 | |
| 2022-09-30 | $448,453 | 4,382 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $389,056 | 4,332 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $437,900 | 4,379 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||