Position in COP
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$712,541
-$178,591 QoQ
Shares Held
6,854
+1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,230
of 2,429 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Outlook Wealth Advisors, LLC holds $1,369,430 across 2 Oil & Gas E&P names. COP ranks #1 (52.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
This page
|
6,854 | $712,541 | |
| 2 | FANG |
Diamondback Energy, Inc.
|
3,737 | $656,889 |
All Filings in COP
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $712,541 | 6,854 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $891,132 | 6,751 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $693,650 | 7,410 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $696,466 | 7,363 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $695,126 | 7,746 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $824,617 | 7,852 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $779,872 | 7,864 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $829,606 | 7,880 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $900,399 | 7,872 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,007,293 | 7,914 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $1,244,154 | 10,719 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $1,352,422 | 11,289 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,174,315 | 11,334 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,243,795 | 12,537 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,427,328 | 12,096 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $699,391 | 6,834 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $604,421 | 6,730 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $616,100 | 6,161 | Shares | Sole | 2022-07-28 | |
| 2021-12-31 | $447,299 | 6,197 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $431,762 | 6,371 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $361,867 | 5,942 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $293,771 | 5,546 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $315,361 | 7,886 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $266,825 | 8,125 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $382,508 | 9,103 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $264,910 | 8,601 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||