Position in COP
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$3,908,376
-$754,920 QoQ
Shares Held
37,595
+6.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#581
of 2,429 holders
Holding Since
Dec 2021
19 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, 2026Confluence Wealth Services, Inc. holds $9,860,047 across 7 Oil & Gas E&P names. COP ranks #1 (39.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
This page
|
37,595 | $3,908,376 | |
| 2 | TPL |
Texas Pacific Land Corp
|
5,128 | $2,244,217 | |
| 3 | EOG |
Eog Resources Inc
|
16,567 | $2,149,236 | |
| 4 | DVN |
Devon Energy Corp/De
|
11,538 | $476,750 | |
| 5 | RRC |
Range Resources Corp
|
11,364 | $422,627 | |
| 6 | FANG |
Diamondback Energy, Inc.
|
2,093 | $367,907 | |
| 7 | OXY |
Occidental Petroleum Corp /De/
|
5,990 | $290,934 |
All Filings in COP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,908,376 | 37,595 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $4,663,296 | 35,328 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $3,169,447 | 33,858 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $2,151,544 | 22,746 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,041,136 | 22,745 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,386,159 | 22,721 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,351,221 | 23,709 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $2,425,335 | 23,037 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $2,594,481 | 22,683 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,861,127 | 22,479 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $2,597,414 | 22,378 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $2,675,613 | 22,334 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $2,220,258 | 21,429 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $2,123,887 | 21,408 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,531,926 | 21,457 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,189,564 | 21,395 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,070,569 | 23,055 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,264,900 | 22,649 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $1,635,743 | 22,662 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||