Skip to main content

AXXCESS WEALTH MANAGEMENT, LLC

Position in COP — Conocophillips

CIK 1911056 CARLSBAD, CA

Position in COP

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$3,564,268
-$867,697 QoQ
Shares Held
34,285
-27.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#613
of 2,429 holders
Holding Since
Dec 2021
18 quarters on record
Voting authority Sole 5% Shared 0% None 95%

Common Shares in COP Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas E&P

Energy · as of Jun 30, 2026

AXXCESS WEALTH MANAGEMENT, LLC holds $8,580,295 across 5 Oil & Gas E&P names. COP ranks #1 (41.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 COP
Conocophillips
This page
34,285 $3,564,268

All Filings in COP

Export CSV
18 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,564,268 34,285
2025-12-31 $4,431,965 47,345
2025-09-30 $4,214,835 44,559
2025-06-30 $4,315,327 48,087
2025-03-31 $5,026,677 47,864
2024-12-31 $3,944,883 39,779
2024-09-30 $3,565,517 33,867
2024-06-30 $3,849,230 33,653
2024-03-31 $6,223,864 48,899
2023-12-31 $3,760,203 32,396
2023-09-30 $2,983,499 24,904
2023-06-30 $569,233 5,494
2023-03-31 $1,806,118 18,205
2022-12-31 $1,960,334 16,613
2022-09-30 $632,870 6,184
2022-06-30 $379,896 4,230
2022-03-31 $440,400 4,404
2021-12-31 $231,914 3,213