SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC
Position in COP — Conocophillips
CIK 1794153
MINNEAPOLIS, MN
Position in COP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$337,142
-$90,670 QoQ
Shares Held
3,243
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,693
of 2,429 holders
Holding Since
Mar 2021
22 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, 2026SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC holds $337,142 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
|
3,243 | $337,142 |
All Filings in COP
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $337,142 | 3,243 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $427,812 | 3,241 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $303,296 | 3,240 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $306,282 | 3,238 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $290,488 | 3,237 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $337,114 | 3,210 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $318,236 | 3,209 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $337,738 | 3,208 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $381,114 | 3,332 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $462,153 | 3,631 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $421,218 | 3,629 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $434,634 | 3,628 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $393,303 | 3,796 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $376,501 | 3,795 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $447,574 | 3,793 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $387,868 | 3,790 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $340,200 | 3,788 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $378,800 | 3,788 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $276,882 | 3,836 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $259,897 | 3,835 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $235,134 | 3,861 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $204,517 | 3,861 | Shares | Sole | 2021-05-07 | |
| No filing history on record for this holder in this stock. | ||||||