Advisor OS, LLC

Position in COP — Conocophillips

CIK 1767580 CHICAGO, IL

Position in COP

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$659,623

-$160,229 QoQ

Shares Held

6,345

+2.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,270

of 2,440 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Advisor OS, LLC holds $1,345,968 across 4 Oil & Gas E&P names. COP ranks #1 (49.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COP	Conocophillips This page	6,345	$659,623
2	EOG	Eog Resources Inc	2,159	$280,084
3	EQT	EQT Corp	4,079	$216,878
4	EPM	Evolution Petroleum Corp	51,463	$189,383

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$659,623	6,345	+2.2%	Shares	Sole	2026-08-05
2026-03-31	$819,852	6,211	+3.4%	Shares	Sole	2026-05-08
2025-12-31	$562,033	6,004	+24.9%	Shares	Sole	2026-02-04
2025-09-30	$454,596	4,806	+1.3%	Shares	Sole	2025-11-12
2025-06-30	$425,813	4,745	+0.7%	Shares	Sole	2025-08-14
2025-03-31	$494,746	4,711	+14.3%	Shares	Sole	2025-05-06
2024-12-31	$408,875	4,123	+13.1%	Shares	Sole	2025-02-05
2024-09-30	$383,847	3,646	+3.7%	Shares	Sole	2024-11-04
2024-06-30	$402,271	3,517	+9.1%	Shares	Sole	2024-08-05
2024-03-31	$410,347	3,224	-33.5%	Shares	Sole	2024-05-09
2023-12-31	$562,937	4,850	+17.9%	Shares	Sole	2024-02-08
2023-09-30	$492,975	4,115	+38.8%	Shares	Sole	2023-11-03
2023-06-30	$307,097	2,964	+23.5%	Shares	Sole	2023-08-08
2023-03-31	$238,101	2,400	—	Shares	Sole	2023-04-25
No filing history on record for this holder in this stock.