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Quantum Financial Advisors, LLC

Position in COP — Conocophillips

CIK 1929139 SANTA MONICA, CA

Position in COP

as of Jun 30, 2026 · filed Jul 8, 2026
Position Value
$437,047
-$133,985 QoQ
Shares Held
4,204
-2.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,507
of 2,429 holders
Holding Since
Jun 2022
17 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, 2026

Quantum Financial Advisors, LLC holds $970,679 across 3 Oil & Gas E&P names. COP ranks #1 (45.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 COP
Conocophillips
This page
4,204 $437,047

All Filings in COP

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17 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $437,047 4,204
2026-03-31 $571,032 4,326
2025-12-31 $395,315 4,223
2025-09-30 $398,980 4,218
2025-06-30 $378,523 4,218
2025-03-31 $443,499 4,223
2024-12-31 $425,935 4,295
2024-09-30 $296,994 2,821
2024-06-30 $347,143 3,035
2024-03-31 $307,381 2,415
2023-12-31 $263,246 2,268
2023-09-30 $258,528 2,158
2023-06-30 $223,590 2,158
2023-03-31 $214,095 2,158
2022-12-31 $254,644 2,158
2022-09-30 $220,849 2,158
2022-06-30 $193,809 2,158