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Wellspring Financial Advisors, LLC

Position in COP — Conocophillips

CIK 1811308 CLEVELAND, OH

Position in COP

as of Jun 30, 2026 · filed Jul 20, 2026
Position Value
$780,635
-$271,405 QoQ
Shares Held
7,509
-5.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,190
of 2,429 holders
Holding Since
Mar 2024
8 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, 2026

Wellspring Financial Advisors, LLC holds $3,187,238 across 2 Oil & Gas E&P names. COP ranks #2 (24.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 COP
Conocophillips
This page
7,509 $780,635

All Filings in COP

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8 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $780,635 7,509
2026-03-31 $1,052,040 7,970
2025-12-31 $688,595 7,356
2025-06-30 $245,887 2,740
2025-03-31 $283,343 2,698
2024-12-31 $255,660 2,578
2024-06-30 $254,381 2,224
2024-03-31 $279,634 2,197