Position in COP
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$33,948,864
+$32,655,792 QoQ
Shares Held
326,557
+3233.6% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#5
of 326 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in COP Over Time
Shares Held
Position Value (USD)
Derivatives in COP
reported options exposure · as of Mar 31, 2024CallValue
$0
CallShares
0
PutValue
$1,442,585
PutShares
11,334
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Curated Wealth Partners LLC holds $201,401,291 across 15 Oil & Gas E&P names. COP ranks #2 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TPL |
Texas Pacific Land Corp
|
255,012 | $111,603,450 | |
| 2 | COP |
Conocophillips
This page
|
326,557 | $33,948,864 | |
| 3 | EOG |
Eog Resources Inc
|
176,237 | $22,863,225 | |
| 4 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
400,023 | $15,800,908 | |
| 5 | FANG |
Diamondback Energy, Inc.
|
31,560 | $5,547,616 | |
| 6 | APA |
APA Corp
|
115,064 | $3,747,634 | |
| 7 | OXY |
Occidental Petroleum Corp /De/
|
64,406 | $3,128,199 | |
| 8 | CHRD |
Chord Energy Corp
|
15,264 | $1,744,675 |
All Filings in COP
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,948,864 | 326,557 | Shares | Other | 2026-07-13 | |
| 2026-03-31 | $1,293,072 | 9,796 | Shares | Other | 2026-04-09 | |
| 2025-12-31 | $1,232,655 | 13,168 | Shares | Other | 2026-01-12 | |
| 2025-09-30 | $1,426,510 | 15,081 | Shares | Other | 2025-10-09 | |
| 2025-06-30 | $1,350,496 | 15,049 | Shares | Other | 2025-07-28 | |
| 2025-03-31 | $1,779,668 | 16,946 | Shares | Other | 2025-04-15 | |
| 2024-12-31 | $1,523,944 | 15,367 | Shares | Other | 2025-01-21 | |
| 2024-09-30 | $1,462,233 | 13,889 | Shares | Other | 2024-10-04 | |
| 2024-06-30 | $1,306,791 | 11,425 | Shares | Other | 2024-07-12 | |
| 2024-03-31 | $1,442,585 | 11,334 | Put | Other | 2024-04-12 | |
| 2023-12-31 | $1,366,955 | 11,777 | Shares | Other | 2024-01-09 | |
| 2023-09-30 | $1,327,862 | 11,084 | Shares | Other | 2023-10-24 | |
| 2023-06-30 | $1,194,414 | 11,528 | Shares | Other | 2023-07-11 | |
| 2023-03-31 | $1,361,754 | 13,726 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,291,510 | 10,945 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $1,352,318 | 13,214 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,198,332 | 13,343 | Shares | Other | 2022-07-27 | |
| No filing history on record for this holder in this stock. | ||||||