Wealth Dimensions Group, Ltd.

Position in COP — Conocophillips

CIK 1846462 CINCINNATI, OH

Position in COP

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$374,463

-$92,949 QoQ

Shares Held

3,602

+1.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,620

of 2,429 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Wealth Dimensions Group, Ltd. holds $374,463 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	3,602	$374,463

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$374,463	3,602	+1.7%	Shares	Sole	2026-07-22
2026-03-31	$467,412	3,541	+3.3%	Shares	Sole	2026-05-12
2025-12-31	$320,801	3,427	-10.5%	Shares	Sole	2026-02-13
2025-09-30	$362,185	3,829	+0.1%	Shares	Sole	2025-10-30
2025-06-30	$343,255	3,825	+0.7%	Shares	Sole	2025-08-12
2025-03-31	$398,865	3,798	-3.0%	Shares	Sole	2025-05-05
2024-12-31	$388,250	3,915	+48.4%	Shares	Sole	2025-02-13
2024-09-30	$277,728	2,638	-8.1%	Shares	Sole	2024-11-12
2024-06-30	$328,156	2,869	+0.0%	Shares	Sole	2024-08-09
2024-03-31	$365,039	2,868	-1.9%	Shares	Sole	2024-05-09
2023-12-31	$339,388	2,924	+0.2%	Shares	Sole	2024-02-09
2023-09-30	$349,696	2,919	+3.3%	Shares	Sole	2023-11-14
2023-06-30	$292,801	2,826	-4.0%	Shares	Sole	2023-08-14
2023-03-31	$291,975	2,943	+3.7%	Shares	Sole	2023-05-09
2022-12-31	$334,884	2,838	+0.2%	Shares	Sole	2023-02-10
2022-09-30	$289,826	2,832	+2.8%	Shares	Sole	2022-11-10
2022-06-30	$247,426	2,755	+6.7%	Shares	Sole	2022-08-05
2022-03-31	$258,100	2,581	—	Shares	Sole	2022-05-04
No filing history on record for this holder in this stock.