Cornerstone Planning Group LLC

Position in COP — Conocophillips

CIK 1822587 FAIRFIELD, NJ

Position in COP

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$96,890

-$35,902 QoQ

Shares Held

932

-7.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#2,157

of 2,439 holders

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Cornerstone Planning Group LLC holds $249,030 across 28 Oil & Gas E&P names. COP ranks #1 (38.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COP	Conocophillips This page	932	$96,890
2	CNQ	CANADIAN NATURAL RESOURCES Ltd	685	$27,057
3	MTDR	Matador Resources Co	403	$20,061
4	EOG	Eog Resources Inc	123	$15,956
5	EXE	EXPAND ENERGY Corp	127	$11,581
6	EQT	EQT Corp	205	$10,899
7	WDS	Woodside Energy Group Ltd	555	$10,722
8	OXY	Occidental Petroleum Corp /De/	200	$9,714

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$96,890	932	-7.4%	Shares	Sole	2026-07-29
2026-03-31	$132,792	1,006	+9.6%	Shares	Sole	2026-05-06
2025-12-31	$85,933	918	-42.5%	Shares	Sole	2026-02-02
2025-09-30	$150,965	1,596	+51.9%	Shares	Sole	2025-11-04
2025-06-30	$94,316	1,051	-17.5%	Shares	Sole	2025-08-11
2025-03-31	$133,795	1,274	+25.6%	Shares	Sole	2025-04-30
2024-12-31	$100,558	1,014	+1.5%	Shares	Sole	2025-01-29
2024-09-30	$105,174	999	-5.3%	Shares	Sole	2024-11-05
2024-06-30	$120,670	1,055	-0.6%	Shares	Sole	2024-08-13
2024-03-31	$135,044	1,061	-13.7%	Shares	Sole	2024-05-07
2023-12-31	$142,650	1,229	-0.5%	Shares	Sole	2024-02-12
2023-09-30	$147,953	1,235	+48.6%	Shares	Sole	2023-11-08
2023-06-30	$86,099	831	-40.3%	Shares	Sole	2023-08-15
2022-12-31	$164,256	1,392	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.