Position in COP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$325,290
-$78,102 QoQ
Shares Held
3,129
+2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,722
of 2,429 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 53%
Shared 0%
None 47%
Common Shares in COP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Performance Wealth Partners, LLC holds $325,290 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
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|
3,129 | $325,290 |
All Filings in COP
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,290 | 3,129 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $403,392 | 3,056 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $284,199 | 3,036 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||