GUARDIAN WEALTH ADVISORS, LLC / NC

Position in COP — Conocophillips

CIK 1901403 RALEIGH, NC

Position in COP

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$518,968

-$134,300 QoQ

Shares Held

4,992

+0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,421

of 2,429 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Energy · as of Jun 30, 2026

GUARDIAN WEALTH ADVISORS, LLC / NC holds $2,991,137 across 2 Oil & Gas E&P names. COP ranks #2 (17.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	FANG	Diamondback Energy, Inc.	14,064	$2,472,169
2	COP	Conocophillips This page	4,992	$518,968

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$518,968	4,992	+0.9%	Shares	Sole	2026-08-14
2026-03-31	$653,268	4,949	-0.2%	Shares	Sole	2026-05-15
2025-12-31	$464,024	4,957	-11.2%	Shares	Sole	2026-02-17
2025-09-30	$527,906	5,581	+6.0%	Shares	Sole	2025-11-14
2025-06-30	$472,391	5,264	-7.8%	Shares	Sole	2025-08-14
2025-03-31	$599,454	5,708	-3.4%	Shares	Sole	2025-05-15
2024-12-31	$585,896	5,908	+35.4%	Shares	Sole	2025-02-14
2024-09-30	$459,441	4,364	-0.8%	Shares	Sole	2024-11-14
2024-06-30	$503,386	4,401	-0.9%	Shares	Sole	2024-08-14
2024-03-31	$565,250	4,441	+1.0%	Shares	Sole	2024-05-15
2023-12-31	$510,475	4,398	-0.5%	Shares	Sole	2024-02-14
2023-09-30	$529,635	4,421	+1.9%	Shares	Sole	2023-11-14
2023-06-30	$449,667	4,340	+4.7%	Shares	Sole	2023-08-14
2023-03-31	$411,324	4,146	-1.4%	Shares	Sole	2023-05-15
2022-12-31	$496,190	4,205	0.0%	Shares	Sole	2023-02-14
2022-09-30	$430,339	4,205	+16.0%	Shares	Sole	2022-11-14
2022-06-30	$325,561	3,625	+3.6%	Shares	Sole	2022-08-15
2022-03-31	$349,800	3,498	—	Shares	Sole	2022-05-16
No filing history on record for this holder in this stock.