Smallwood Wealth Investment Management, LLC
Position in COP — Conocophillips
CIK 1921304
RED BANK, NJ
Position in COP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$40,440
-$18,696 QoQ
Shares Held
389
-13.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#2,243
of 2,429 holders
Holding Since
Mar 2025
6 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, 2026Smallwood Wealth Investment Management, LLC holds $56,587 across 3 Oil & Gas E&P names. COP ranks #1 (71.5% of the industry book) .
All Filings in COP
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,440 | 389 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $59,136 | 448 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $41,937 | 448 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $41,146 | 435 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $38,049 | 424 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $44,528 | 424 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||