Position in COP
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$224,532
-$4,718 QoQ
Shares Held
1,701
-30.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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 Mar 31, 2026TruWealth Advisors, LLC holds $26,714,932 across 3 Oil & Gas E&P names. COP ranks #2 (0.8% of the industry book) .
All Filings in COP
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $224,532 | 1,701 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $229,250 | 2,449 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $206,111 | 2,179 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $218,068 | 2,430 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $234,299 | 2,231 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $232,156 | 2,341 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $313,629 | 2,979 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $340,738 | 2,979 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $379,167 | 2,979 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $349,486 | 3,011 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $359,759 | 3,003 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $306,789 | 2,961 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $293,661 | 2,960 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $341,138 | 2,891 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $297,502 | 2,907 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $261,975 | 2,917 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $291,700 | 2,917 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $207,589 | 2,876 | Shares | Sole | 2022-01-19 | |
| No filing history on record for this holder in this stock. | ||||||