Sound View Wealth Advisors Group, LLC

Position in COP — Conocophillips

CIK 1784777 SAVANNAH, GA

Position in COP

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$648,398

-$194,686 QoQ

Shares Held

6,237

-2.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,274

of 2,429 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 98% Shared 0% None 2%

Energy · as of Jun 30, 2026

Sound View Wealth Advisors Group, LLC holds $773,195 across 2 Oil & Gas E&P names. COP ranks #1 (83.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	COP	Conocophillips This page	6,237	$648,398
2	PROP	Prairie Operating Co.	172,850	$124,797

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$648,398	6,237	-2.3%	Shares	Sole	2026-08-11
2026-03-31	$843,084	6,387	-0.3%	Shares	Sole	2026-05-06
2025-12-31	$599,759	6,407	+51.1%	Shares	Sole	2026-01-08
2025-09-30	$401,061	4,240	-3.8%	Shares	Sole	2025-11-10
2025-06-30	$395,484	4,407	+2.8%	Shares	Sole	2025-08-07
2025-03-31	$450,010	4,285	-38.4%	Shares	Sole	2025-05-08
2024-12-31	$690,322	6,961	+13.1%	Shares	Sole	2025-02-07
2024-09-30	$647,893	6,154	+13.7%	Shares	Sole	2024-11-12
2024-06-30	$619,253	5,414	+3.9%	Shares	Sole	2024-08-05
2024-03-31	$663,128	5,210	+45.9%	Shares	Sole	2024-05-09
2023-12-31	$414,485	3,571	+3.9%	Shares	Sole	2024-02-08
2023-09-30	$411,752	3,437	+6.5%	Shares	Sole	2023-11-07
2023-06-30	$334,245	3,226	+2.1%	Shares	Sole	2023-08-08
2023-03-31	$313,404	3,159	-11.5%	Shares	Sole	2023-05-12
2022-12-31	$421,378	3,571	+18.3%	Shares	Sole	2024-02-13
2022-09-30	$308,964	3,019	0.0%	Shares	Sole	2022-11-08
2022-06-30	$271,136	3,019	-0.1%	Shares	Sole	2022-08-05
2022-03-31	$302,300	3,023	—	Shares	Sole	2022-05-11
No filing history on record for this holder in this stock.