Position in COP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$175,588
-$47,360 QoQ
Shares Held
1,689
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,080
of 2,429 holders
Holding Since
Mar 2020
12 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, 2026LIBERTY WEALTH MANAGEMENT LLC holds $175,588 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
|
1,689 | $175,588 |
All Filings in COP
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $175,588 | 1,689 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $222,948 | 1,689 | Shares | Sole | 2026-05-12 | |
| 2024-03-31 | $214,084 | 1,682 | Shares | Sole | 2024-05-03 | |
| 2023-09-30 | $202,102 | 1,687 | Shares | Sole | 2023-11-13 | |
| 2022-03-31 | $206,100 | 2,061 | Shares | Sole | 2022-05-09 | |
| 2021-09-30 | $156,412 | 2,308 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $132,031 | 2,168 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $115,050 | 2,172 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $86,858 | 2,172 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $95,597 | 2,911 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $121,143 | 2,883 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $85,254 | 2,768 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||