Position in COP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$466,780
-$122,864 QoQ
Shares Held
4,490
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#1,480
of 2,429 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026DEFINED WEALTH MANAGEMENT, LLC holds $466,780 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
|
4,490 | $466,780 |
All Filings in COP
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $466,780 | 4,490 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $589,644 | 4,467 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $414,879 | 4,432 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $419,317 | 4,433 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $395,663 | 4,409 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $461,457 | 4,394 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $437,835 | 4,415 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $464,390 | 4,411 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $494,464 | 4,323 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $553,031 | 4,345 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $501,422 | 4,320 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $520,770 | 4,347 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $447,077 | 4,315 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $427,595 | 4,310 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $508,580 | 4,310 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $441,085 | 4,310 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $387,081 | 4,310 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $431,000 | 4,310 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $278,614 | 3,860 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $261,592 | 3,860 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $231,420 | 3,800 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $201,286 | 3,800 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $151,962 | 3,800 | Shares | Sole | 2021-03-09 | |
| No filing history on record for this holder in this stock. | ||||||