Aprio Wealth Management, LLC

Position in COP — Conocophillips

CIK 1803519 ATLANTA, GA

Position in COP

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

Position Value

$1,611,795

-$500,073 QoQ

Shares Held

15,504

-3.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#880

of 2,429 holders

Holding Since

Jun 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Aprio Wealth Management, LLC holds $3,223,449 across 6 Oil & Gas E&P names. COP ranks #1 (50.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COP	Conocophillips This page	15,504	$1,611,795
2	EOG	Eog Resources Inc	3,515	$456,000
3	DVN	Devon Energy Corp/De	9,019	$372,665
4	APA	APA Corp	8,810	$286,941
5	CNQ	CANADIAN NATURAL RESOURCES Ltd	7,004	$276,658
6	OXY	Occidental Petroleum Corp /De/	4,517	$219,390

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,611,795	15,504	-3.1%	Shares	Sole	2026-07-24
2026-03-31	$2,111,868	15,999	+5.2%	Shares	Sole	2026-05-11
2025-12-31	$1,422,965	15,201	+70.3%	Shares	Sole	2026-01-29
2025-09-30	$844,121	8,924	+20.0%	Shares	Sole	2025-11-12
2025-06-30	$667,575	7,439	+143.9%	Shares	Sole	2025-08-14
2025-03-31	$320,311	3,050	+35.6%	Shares	Sole	2025-05-15
2024-12-31	$223,033	2,249	+5.8%	Shares	Sole	2025-01-13
2024-09-30	$223,720	2,125	+4.8%	Shares	Sole	2024-10-08
2024-06-30	$231,962	2,028	-0.1%	Shares	Sole	2024-07-10
2024-03-31	$258,378	2,030	+8.0%	Shares	Sole	2024-04-10
2023-12-31	$218,095	1,879	+1.7%	Shares	Sole	2024-01-17
2023-09-30	$221,390	1,848	-84.3%	Shares	Sole	2023-10-10
2023-03-31	$1,170,678	11,800	+507.3%	Shares	Sole	2023-04-14
2022-12-31	$229,274	1,943	-83.5%	Shares	Sole	2023-01-11
2022-06-30	$1,058,859	11,790	—	Shares	Sole	2022-07-26
No filing history on record for this holder in this stock.