Center for Financial Planning, Inc.

Position in COP — Conocophillips

CIK 1803557 SOUTHFIED, MI

Position in COP

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$60,088

-$26,240 QoQ

Shares Held

578

-11.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#2,204

of 2,429 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Center for Financial Planning, Inc. holds $389,759 across 4 Oil & Gas E&P names. COP ranks #2 (15.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FANG	Diamondback Energy, Inc.	1,551	$272,634
2	COP	Conocophillips This page	578	$60,088
3	DVN	Devon Energy Corp/De	1,030	$42,559
4	MGY	Magnolia Oil & Gas Corp	566	$14,478

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$60,088	578	-11.6%	Shares	Sole	2026-07-21
2026-03-31	$86,328	654	+6.2%	Shares	Sole	2026-05-04
2025-12-31	$57,663	616	0.0%	Shares	Sole	2026-02-05
2025-09-30	$58,267	616	-53.8%	Shares	Sole	2025-11-06
2025-06-30	$119,623	1,333	+63.2%	Shares	Sole	2025-08-04
2025-03-31	$85,801	817	+78.4%	Shares	Sole	2025-04-22
2024-12-31	$45,419	458	+965.1%	Shares	Sole	2025-01-30
2024-09-30	$4,527	43	0.0%	Shares	Sole	2024-10-16
2024-06-30	$4,918	43	-69.9%	Shares	Sole	2024-07-18
2024-03-31	$18,201	143	+232.6%	Shares	Sole	2024-04-25
2023-12-31	$4,991	43	0.0%	Shares	Sole	2024-01-29
2023-09-30	$5,151	43	-69.9%	Shares	Sole	2023-10-24
2023-06-30	$14,816	143	0.0%	Shares	Sole	2023-08-09
2023-03-31	$14,187	143	+25.4%	Shares	Sole	2023-05-02
2022-12-31	$13,452	114	-62.6%	Shares	Sole	2023-01-27
2022-09-30	$31,213	305	+146.0%	Shares	Sole	2022-10-14
2022-06-30	$11,136	124	0.0%	Shares	Sole	2022-08-12
2022-03-31	$12,400	124	0.0%	Shares	Sole	2022-05-03
2021-12-31	$8,950	124	+8.8%	Shares	Sole	2022-02-08
2021-09-30	$7,725	114	0.0%	Shares	Sole	2021-11-17
2021-06-30	$6,942	114	0.0%	Shares	Sole	2021-07-29
2021-03-31	$6,038	114	0.0%	Shares	Sole	2021-05-10
2020-12-31	$4,558	114	0.0%	Shares	Sole	2021-02-09
2020-09-30	$3,743	114	0.0%	Shares	Sole	2020-11-12
2020-06-30	$4,790	114	-97.7%	Shares	Sole	2020-08-06
2020-03-31	$153,722	4,991	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.