XML Financial, LLC

Position in COP — Conocophillips

CIK 1800465 BETHESDA, MD

Position in COP

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$847,793

-$339,547 QoQ

Shares Held

8,155

-9.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,158

of 2,429 holders

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

XML Financial, LLC holds $847,793 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	8,155	$847,793

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$847,793	8,155	-9.3%	Shares	Sole	2026-07-24
2026-03-31	$1,187,340	8,995	-15.4%	Shares	Sole	2026-04-16
2025-12-31	$995,635	10,636	-13.2%	Shares	Sole	2026-02-11
2025-09-30	$1,158,727	12,250	-1.2%	Shares	Sole	2025-10-20
2025-06-30	$1,112,776	12,400	-0.9%	Shares	Sole	2025-07-17
2025-03-31	$1,313,800	12,510	+13.9%	Shares	Sole	2025-04-22
2024-12-31	$1,088,985	10,981	+72.5%	Shares	Sole	2025-01-17
2024-09-30	$670,317	6,367	+54.8%	Shares	Sole	2024-11-01
2024-06-30	$470,559	4,114	+0.5%	Shares	Sole	2024-07-22
2024-03-31	$520,957	4,093	-10.8%	Shares	Sole	2024-05-15
2023-12-31	$532,761	4,590	+3.4%	Shares	Sole	2024-02-14
2023-09-30	$532,031	4,441	+1.2%	Shares	Sole	2023-11-06
2023-06-30	$454,537	4,387	-1.5%	Shares	Sole	2023-08-07
2023-03-31	$441,782	4,453	-5.3%	Shares	Sole	2023-05-15
2022-12-31	$555,072	4,704	+32.5%	Shares	Sole	2023-02-10
2022-09-30	$363,204	3,549	+13.4%	Shares	Sole	2022-11-04
2022-03-31	$312,900	3,129	+5.1%	Shares	Sole	2022-05-02
2021-12-31	$214,952	2,978	-1.6%	Shares	Sole	2022-02-01
2021-09-30	$205,139	3,027	—	Shares	Sole	2021-11-01
No filing history on record for this holder in this stock.