Position in COP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$229,543
-$61,913 QoQ
Shares Held
2,208
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,971
of 2,429 holders
Holding Since
Mar 2021
17 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, 2026Summit Wealth Group, LLC holds $229,543 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
|
2,208 | $229,543 |
All Filings in COP
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $229,543 | 2,208 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $291,456 | 2,208 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $206,878 | 2,210 | Shares | Sole | 2026-02-06 | |
| 2025-03-31 | $216,341 | 2,060 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $203,199 | 2,049 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $220,035 | 2,090 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $239,054 | 2,090 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $259,523 | 2,039 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $236,666 | 2,039 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $244,272 | 2,039 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $211,260 | 2,039 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $2 | 202,289 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $240,602 | 2,039 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $208,671 | 2,039 | Shares | Sole | 2022-11-09 | |
| 2022-03-31 | $203,900 | 2,039 | Shares | Sole | 2022-05-04 | |
| 2021-06-30 | $122,104 | 2,005 | Shares | Sole | 2021-11-02 | |
| 2021-03-31 | $106,204 | 2,005 | Shares | Sole | 2021-05-11 | |
| No filing history on record for this holder in this stock. | ||||||