Robertson Stephens Wealth Management, LLC
Position in COP — Conocophillips
CIK 1767307
San Francisco, CA
Position in COP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$584,775
-$163,005 QoQ
Shares Held
5,625
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,337
of 2,428 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in COP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Robertson Stephens Wealth Management, LLC holds $871,053 across 3 Oil & Gas E&P names. COP ranks #1 (67.1% of the industry book) .
All Filings in COP
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $584,775 | 5,625 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $747,780 | 5,665 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $530,955 | 5,672 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $446,559 | 4,721 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $564,285 | 6,288 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $607,120 | 5,781 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $658,290 | 6,638 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $724,536 | 6,882 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $809,124 | 7,074 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $826,301 | 6,492 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $698,741 | 6,020 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $734,254 | 6,129 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $646,319 | 6,238 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $617,582 | 6,225 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $678,382 | 5,749 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $593,367 | 5,798 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $526,106 | 5,858 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $588,200 | 5,882 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $418,571 | 5,799 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $244,039 | 3,601 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $259,799 | 4,266 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||