Legacy Wealth Asset Management, LLC

Position in COP — Conocophillips

CIK 1846151 WOODBURY, MN

Position in COP

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

Position Value

$749,551

-$206,261 QoQ

Shares Held

7,210

-0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,206

of 2,429 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Legacy Wealth Asset Management, LLC holds $2,271,143 across 3 Oil & Gas E&P names. COP ranks #2 (33.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EOG	Eog Resources Inc	6,642	$861,666
2	COP	Conocophillips This page	7,210	$749,551
3	CNQ	CANADIAN NATURAL RESOURCES Ltd	16,707	$659,926

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$749,551	7,210	-0.4%	Shares	Sole	2026-07-09
2026-03-31	$955,812	7,241	+1.6%	Shares	Sole	2026-04-08
2025-12-31	$666,971	7,125	+6.8%	Shares	Sole	2026-01-12
2025-09-30	$631,293	6,674	-9.7%	Shares	Sole	2025-10-14
2025-06-30	$663,627	7,395	+1.1%	Shares	Sole	2025-07-30
2025-03-31	$768,326	7,316	+1.0%	Shares	Sole	2025-04-09
2024-12-31	$718,486	7,245	+7.9%	Shares	Sole	2025-01-15
2024-09-30	$706,955	6,715	+0.5%	Shares	Sole	2024-10-23
2024-06-30	$764,401	6,683	+6.6%	Shares	Sole	2024-08-14
2024-03-31	$798,172	6,271	+1.0%	Shares	Sole	2024-04-19
2023-12-31	$720,562	6,208	-11.3%	Shares	Sole	2024-01-10
2023-09-30	$838,600	7,000	-1.1%	Shares	Sole	2023-11-01
2023-06-30	$733,662	7,081	-2.7%	Shares	Sole	2023-08-04
2023-03-31	$722,050	7,278	-0.5%	Shares	Sole	2023-04-24
2022-12-31	$863,524	7,318	-3.0%	Shares	Sole	2023-02-02
2022-09-30	$771,950	7,543	-40.2%	Shares	Sole	2022-10-14
2022-06-30	$1,132,055	12,605	-20.4%	Shares	Sole	2022-07-19
2022-03-31	$1,583,100	15,831	-5.2%	Shares	Sole	2022-05-12
2021-12-31	$1,205,911	16,707	-1.9%	Shares	Sole	2022-02-10
2021-09-30	$1,154,529	17,036	+0.5%	Shares	Sole	2021-10-19
2021-06-30	$1,032,255	16,950	+0.7%	Shares	Sole	2021-07-14
2021-03-31	$891,326	16,827	+1.3%	Shares	Sole	2021-04-20
2020-12-31	$664,393	16,614	—	Shares	Sole	2021-03-25
No filing history on record for this holder in this stock.