BAKER TILLY WEALTH MANAGEMENT, LLC

Position in COP — Conocophillips

CIK 1840565 MADISON, WI

Position in COP

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$291,607

+$10,975 QoQ

Shares Held

2,805

+31.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,784

of 2,428 holders

Holding Since

Dec 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

BAKER TILLY WEALTH MANAGEMENT, LLC holds $647,632 across 2 Oil & Gas E&P names. COP ranks #2 (45.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	DMLP	Dorchester Minerals, L.P.	14,100	$356,025
2	COP	Conocophillips This page	2,805	$291,607

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$291,607	2,805	+31.9%	Shares	Sole	2026-07-17
2026-03-31	$280,632	2,126	-5.7%	Shares	Sole	2026-04-10
2025-12-31	$210,996	2,254	-32.1%	Shares	Sole	2026-01-08
2024-12-31	$329,442	3,322	+2.5%	Shares	Sole	2025-01-10
2024-09-30	$341,212	3,241	-29.3%	Shares	Sole	2024-10-24
2024-06-30	$524,317	4,584	-65.3%	Shares	Sole	2024-07-18
2024-03-31	$1,680,859	13,206	-0.2%	Shares	Sole	2024-05-09
2023-12-31	$1,535,257	13,227	-2.6%	Shares	Sole	2024-01-10
2023-09-30	$1,627,123	13,582	-7.4%	Shares	Sole	2023-10-10
2023-06-30	$1,519,129	14,662	+17.8%	Shares	Sole	2023-07-20
2023-03-31	$1,235,065	12,449	+7.6%	Shares	Sole	2023-04-12
2022-12-31	$1,365,732	11,574	-3.8%	Shares	Sole	2023-01-26
2022-09-30	$1,231,150	12,030	+3.5%	Shares	Sole	2022-10-20
2022-06-30	$1,043,682	11,621	+20.4%	Shares	Sole	2022-07-28
2022-03-31	$965,400	9,654	-24.4%	Shares	Sole	2022-04-27
2021-12-31	$921,666	12,769	-2.0%	Shares	Sole	2022-02-08
2021-09-30	$882,704	13,025	+16.9%	Shares	Sole	2021-11-02
2021-06-30	$678,304	11,138	+9.7%	Shares	Sole	2021-07-30
2021-03-31	$537,910	10,155	+2.9%	Shares	Sole	2021-04-28
2020-12-31	$394,621	9,868	—	Shares	Sole	2021-02-03
No filing history on record for this holder in this stock.