SAX WEALTH ADVISORS, LLC

Position in COP — Conocophillips

CIK 1846150 PARSIPPANY, NJ

Position in COP

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

Position Value

$601,096

+$29,800 QoQ

Shares Held

5,782

+33.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,326

of 2,429 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

SAX WEALTH ADVISORS, LLC holds $1,561,909 across 4 Oil & Gas E&P names. COP ranks #1 (38.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COP	Conocophillips This page	5,782	$601,096
2	TPL	Texas Pacific Land Corp	901	$394,313
3	EOG	Eog Resources Inc	2,907	$377,125
4	DMLP	Dorchester Minerals, L.P.	7,500	$189,375

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$601,096	5,782	+33.6%	Shares	Sole	2026-07-09
2026-03-31	$571,296	4,328	-4.8%	Shares	Sole	2026-04-08
2025-12-31	$425,363	4,544	+31.1%	Shares	Sole	2026-01-12
2025-09-30	$327,754	3,465	+51.6%	Shares	Sole	2025-10-20
2025-06-30	$205,145	2,286	+8.5%	Shares	Sole	2025-07-23
2025-03-31	$221,172	2,106	-21.7%	Shares	Sole	2025-05-14
2024-12-31	$266,767	2,690	+9.8%	Shares	Sole	2025-01-15
2024-09-30	$257,830	2,449	+13.1%	Shares	Sole	2024-10-17
2024-06-30	$247,632	2,165	+18.5%	Shares	Sole	2024-07-12
2024-03-31	$232,540	1,827	-8.6%	Shares	Sole	2024-05-14
2023-12-31	$231,907	1,998	-13.0%	Shares	Sole	2024-02-14
2023-09-30	$275,060	2,296	—	Shares	Sole	2023-11-07
No filing history on record for this holder in this stock.