Accretive Wealth Partners, LLC

Position in COP — Conocophillips

CIK 1844444 PARSIPPANY, NJ

Position in COP

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,722,201

-$431,247 QoQ

Shares Held

16,566

+1.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.98%

of 13F equity value

Holder Rank

#853

of 2,429 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Accretive Wealth Partners, LLC holds $1,847,242 across 2 Oil & Gas E&P names. COP ranks #1 (93.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	COP	Conocophillips This page	16,566	$1,722,201
2	BRN	Barnwell Industries Inc	123,803	$125,041

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,722,201	16,566	+1.5%	Shares	Sole	2026-07-29
2026-03-31	$2,153,448	16,314	+1.7%	Shares	Sole	2026-04-22
2025-12-31	$1,501,598	16,041	+0.1%	Shares	Sole	2026-01-28
2025-09-30	$1,515,710	16,024	-2.2%	Shares	Sole	2025-11-07
2025-06-30	$1,470,928	16,391	+2.4%	Shares	Sole	2025-07-29
2025-03-31	$1,681,685	16,013	+12.0%	Shares	Sole	2025-05-07
2024-12-31	$1,417,635	14,295	+0.3%	Shares	Sole	2025-01-30
2024-09-30	$1,500,976	14,257	-0.8%	Shares	Sole	2024-11-12
2024-06-30	$1,644,326	14,376	+1.0%	Shares	Sole	2024-08-05
2024-03-31	$1,811,958	14,236	+0.0%	Shares	Sole	2024-05-06
2023-12-31	$1,651,676	14,230	+0.0%	Shares	Sole	2024-02-13
2023-09-30	$1,704,035	14,224	+0.3%	Shares	Sole	2023-11-06
2023-06-30	$1,468,878	14,177	+1.7%	Shares	Sole	2023-08-07
2023-03-31	$1,383,086	13,941	+0.5%	Shares	Sole	2023-05-04
2022-12-31	$1,636,660	13,870	-0.6%	Shares	Sole	2023-02-13
2022-09-30	$1,428,564	13,959	+0.3%	Shares	Sole	2022-11-14
2022-06-30	$1,249,436	13,912	+1.7%	Shares	Sole	2022-08-12
2022-03-31	$1,368,000	13,680	+3.6%	Shares	Sole	2022-05-12
2021-12-31	$953,064	13,204	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.