Position in COP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,939,772
-$716,000 QoQ
Shares Held
37,897
+7.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.08%
of 13F equity value
Holder Rank
#121
of 933 holders
Holding Since
Dec 2020
22 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, 2026Concord Wealth Partners holds $5,196,356 across 8 Oil & Gas E&P names. COP ranks #1 (75.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
This page
|
37,897 | $3,939,772 | |
| 2 | DVN |
Devon Energy Corp/De
|
27,786 | $1,148,117 | |
| 3 | FANG |
Diamondback Energy, Inc.
|
300 | $52,734 | |
| 4 | OXY |
Occidental Petroleum Corp /De/
|
653 | $31,716 | |
| 5 | EQT |
EQT Corp
|
300 | $15,951 | |
| 6 | APA |
APA Corp
|
132 | $4,299 | |
| 7 | EOG |
Eog Resources Inc
|
29 | $3,762 | |
| 8 | VOC |
VOC Energy Trust
|
2 | $5 |
All Filings in COP
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,939,772 | 37,897 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $4,655,772 | 35,271 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $3,066,195 | 32,755 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,061,594 | 32,367 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,867,821 | 31,957 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,342,471 | 31,827 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,608,201 | 36,384 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,973,368 | 18,744 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,993,185 | 17,426 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,053,662 | 16,135 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,453,892 | 12,526 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $906,766 | 7,569 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $563,742 | 5,441 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $371,144 | 3,741 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $133,340 | 1,130 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $153,036 | 1,704 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $118,800 | 1,188 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $72,107 | 999 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $23,177 | 342 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $31,424 | 516 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $33,900 | 640 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $18,155 | 454 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||