Position in COP
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$982,318
-$1,768,786 QoQ
Shares Held
9,449
-67.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#1,099
of 2,429 holders
Holding Since
Dec 2020
6 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, 2026Cypress Point Wealth Management, LLC holds $982,318 across 1 Oil & Gas E&P name. COP ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
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|
9,449 | $982,318 |
All Filings in COP
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $982,318 | 9,449 | Shares | Sole | 2026-07-17 | |
| 2025-12-31 | $2,751,104 | 29,389 | Shares | Sole | 2026-02-02 | |
| 2021-09-30 | $97,114 | 1,433 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $87,269 | 1,433 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $75,906 | 1,433 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $57,305 | 1,433 | Shares | Sole | 2021-02-05 | |
| No filing history on record for this holder in this stock. | ||||||