Position in COP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,060,487
-$565,125 QoQ
Shares Held
19,820
-0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#786
of 2,429 holders
Holding Since
Jun 2024
9 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, 2026Heritage Wealth Management, Inc. holds $2,438,644 across 3 Oil & Gas E&P names. COP ranks #1 (84.5% of the industry book) .
All Filings in COP
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,060,487 | 19,820 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $2,625,612 | 19,891 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,921,438 | 20,526 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,976,931 | 20,900 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,877,001 | 20,916 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,720,123 | 25,901 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,564,635 | 25,861 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,160,290 | 11,021 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,387,772 | 12,133 | Shares | Sole | 2024-09-09 | |
| No filing history on record for this holder in this stock. | ||||||