Forum Financial Management, LP

Position in COP — Conocophillips

CIK 1911832 LOMBARD, IL

Position in COP

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$611,076

-$164,160 QoQ

Shares Held

5,878

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,312

of 2,429 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Forum Financial Management, LP holds $5,151,796 across 4 Oil & Gas E&P names. COP ranks #2 (11.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BSM	Black Stone Minerals, L.P.	300,000	$4,191,000
2	COP	Conocophillips This page	5,878	$611,076
3	SD	Sandridge Energy Inc	25,000	$342,500
4	PROP	Prairie Operating Co.	10,000	$7,220

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$611,076	5,878	+0.1%	Shares	Sole	2026-07-23
2026-03-31	$775,236	5,873	-74.9%	Shares	Sole	2026-04-23
2025-12-31	$2,188,227	23,376	-4.9%	Shares	Sole	2026-01-27
2025-09-30	$2,325,495	24,585	+5.4%	Shares	Sole	2025-10-24
2025-06-30	$2,093,006	23,323	+1.5%	Shares	Sole	2025-07-30
2025-03-31	$2,413,464	22,981	-0.3%	Shares	Sole	2025-05-02
2024-12-31	$2,285,769	23,049	+23.4%	Shares	Sole	2025-02-20
2024-09-30	$1,966,525	18,679	-1.3%	Shares	Sole	2024-10-29
2024-06-30	$2,164,641	18,925	-7.1%	Shares	Sole	2024-07-30
2024-03-31	$2,591,802	20,363	+12.3%	Shares	Sole	2024-05-09
2023-12-31	$2,105,277	18,138	-9.0%	Shares	Sole	2024-02-07
2023-09-30	$2,388,092	19,934	+15.4%	Shares	Sole	2023-11-06
2023-06-30	$1,790,276	17,279	+3.1%	Shares	Sole	2023-07-26
2023-03-31	$1,662,362	16,756	-0.8%	Shares	Sole	2023-04-19
2022-12-31	$1,993,374	16,893	-2.0%	Shares	Sole	2023-01-24
2022-09-30	$1,764,341	17,240	+0.6%	Shares	Sole	2022-11-07
2022-06-30	$1,539,433	17,141	+0.8%	Shares	Sole	2022-08-15
2022-03-31	$1,699,800	16,998	+5.5%	Shares	Sole	2022-05-16
2021-12-31	$1,163,252	16,116	—	Shares	Sole	2022-02-18
No filing history on record for this holder in this stock.