Position in COP
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$400,661
-$107,407 QoQ
Shares Held
3,854
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,572
of 2,429 holders
Holding Since
Mar 2020
25 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, 2026CWS Financial Advisors, LLC holds $400,661 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
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|
3,854 | $400,661 |
All Filings in COP
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $400,661 | 3,854 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $508,068 | 3,849 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $359,836 | 3,844 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $372,495 | 3,938 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $357,883 | 3,988 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $421,235 | 4,011 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $397,473 | 4,008 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $405,749 | 3,854 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $451,000 | 3,943 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $445,607 | 3,501 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $826,650 | 7,122 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $936,237 | 7,815 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $742,780 | 7,169 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $783,262 | 7,895 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $974,916 | 8,262 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $783,412 | 7,655 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $687,405 | 7,654 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $735,300 | 7,353 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $530,595 | 7,351 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $449,563 | 7,382 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $437,638 | 8,262 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $341,874 | 8,549 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $279,008 | 8,496 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $373,725 | 8,894 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $274,674 | 8,918 | Shares | Sole | 2020-04-02 | |
| No filing history on record for this holder in this stock. | ||||||