CBIZ Investment Advisory Services, LLC
Position in COP — Conocophillips
CIK 1795934
INDEPENDENCE, OH
Position in COP
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$6,653
-$1,795 QoQ
Shares Held
64
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2,375
of 2,429 holders
Holding Since
Mar 2020
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026CBIZ Investment Advisory Services, LLC holds $12,389 across 3 Oil & Gas E&P names. COP ranks #1 (53.7% of the industry book) .
All Filings in COP
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,653 | 64 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $8,448 | 64 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $13,573 | 145 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $16,174 | 171 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $9,422 | 105 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $16,173 | 154 | Shares | Sole | 2025-06-03 | |
| 2024-12-31 | $1,884 | 19 | Shares | Sole | 2025-02-10 | |
| 2020-03-31 | $11,981 | 389 | Principal | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||