Naviter Wealth, LLC

Position in COP — Conocophillips

CIK 1855567 LITTLE ROCK, AR

Position in COP

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,467,083

-$348,445 QoQ

Shares Held

14,112

+2.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#916

of 2,429 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Energy · as of Jun 30, 2026

Naviter Wealth, LLC holds $2,797,395 across 4 Oil & Gas E&P names. COP ranks #1 (52.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COP	Conocophillips This page	14,112	$1,467,083
2	WDS	Woodside Energy Group Ltd	33,349	$644,302
3	EOG	Eog Resources Inc	3,864	$501,276
4	KRP	Kimbell Royalty Partners, LP	12,714	$184,734

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,467,083	14,112	+2.6%	Shares	Sole	2026-08-07
2026-03-31	$1,815,528	13,754	-14.8%	Shares	Sole	2026-04-10
2025-12-31	$1,511,239	16,144	-5.3%	Shares	Sole	2026-01-21
2025-09-30	$1,613,137	17,054	-7.3%	Shares	Sole	2025-11-06
2025-06-30	$1,650,139	18,388	-9.3%	Shares	Sole	2025-07-28
2025-03-31	$2,129,805	20,280	-19.5%	Shares	Sole	2025-04-25
2024-12-31	$2,499,282	25,202	+8.9%	Shares	Sole	2025-02-07
2024-09-30	$2,436,916	23,147	-5.6%	Shares	Sole	2024-10-16
2024-06-30	$2,806,084	24,533	+3.0%	Shares	Sole	2024-08-02
2024-03-31	$3,031,682	23,819	+1.1%	Shares	Sole	2024-04-18
2023-12-31	$2,733,796	23,553	+10.3%	Shares	Sole	2024-02-05
2023-09-30	$2,559,287	21,363	-1.3%	Shares	Sole	2023-11-14
2023-06-30	$2,241,602	21,635	+8.2%	Shares	Sole	2023-07-20
2023-03-31	$1,983,604	19,994	+58.5%	Shares	Sole	2023-04-12
2022-12-31	$1,488,098	12,611	-13.2%	Shares	Sole	2023-01-31
2022-09-30	$1,486,795	14,528	+3.2%	Shares	Sole	2022-10-27
2022-06-30	$1,264,165	14,076	-65.9%	Shares	Sole	2022-07-18
2022-03-31	$4,126,000	41,260	-18.6%	Shares	Sole	2022-04-21
2021-12-31	$3,658,948	50,692	—	Shares	Sole	2022-02-03
No filing history on record for this holder in this stock.