Position in COP
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$548,804
+$106,604 QoQ
Shares Held
5,279
+57.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,385
of 2,429 holders
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 39%
Shared 0%
None 61%
Common Shares in COP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Falcon Wealth Planning holds $548,804 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
This page
|
5,279 | $548,804 |
All Filings in COP
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $548,804 | 5,279 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $442,200 | 3,350 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $267,818 | 2,861 | Shares | Sole | 2026-02-03 | |
| 2025-03-31 | $220,016 | 2,095 | Shares | Sole | 2025-04-24 | |
| No filing history on record for this holder in this stock. | ||||||