GoalVest Advisory LLC

Position in COP — Conocophillips

CIK 1839307 NEW YORK, NY

Position in COP

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$3,014

-$5,597 QoQ

Shares Held

-64.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#2,400

of 2,429 holders

Holding Since

Mar 2022

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

GoalVest Advisory LLC holds $120,475 across 6 Oil & Gas E&P names. COP ranks #6 (2.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OXY	Occidental Petroleum Corp /De/	798	$38,758
2	CNQ	CANADIAN NATURAL RESOURCES Ltd	954	$37,683
3	DVN	Devon Energy Corp/De	735	$30,370
4	EOG	Eog Resources Inc	55	$7,135
5	FANG	Diamondback Energy, Inc.	20	$3,515
6	COP	Conocophillips This page	29	$3,014

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,014	29	-64.6%	Shares	Sole	2026-07-09
2025-03-31	$8,611	82	-74.2%	Shares	Sole	2025-04-07
2024-12-31	$31,536	318	+17.8%	Shares	Sole	2025-01-17
2024-09-30	$28,425	270	0.0%	Shares	Sole	2024-11-06
2024-06-30	$30,882	270	-7.8%	Shares	Sole	2024-07-30
2024-03-31	$37,293	293	-53.2%	Shares	Sole	2024-04-15
2023-12-31	$72,659	626	-56.0%	Shares	Sole	2024-01-02
2023-09-30	$170,475	1,423	+38.8%	Shares	Sole	2023-10-10
2023-06-30	$106,200	1,025	+425.6%	Shares	Sole	2023-07-17
2023-03-31	$19,345	195	0.0%	Shares	Sole	2023-04-03
2022-12-31	$23,010	195	0.0%	Shares	Sole	2023-01-06
2022-09-30	$19,956	195	-81.6%	Shares	Sole	2022-10-11
2022-06-30	$95,288	1,061	+444.1%	Shares	Sole	2022-07-06
2022-03-31	$19,500	195	—	Shares	Sole	2022-05-03
No filing history on record for this holder in this stock.