Position in COP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$529,676
-$138,376 QoQ
Shares Held
5,095
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,405
of 2,429 holders
Holding Since
Dec 2022
15 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, 2026Cyndeo Wealth Partners, LLC holds $2,188,687 across 2 Oil & Gas E&P names. COP ranks #2 (24.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FANG |
Diamondback Energy, Inc.
|
9,438 | $1,659,011 | |
| 2 | COP |
Conocophillips
This page
|
5,095 | $529,676 |
All Filings in COP
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $529,676 | 5,095 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $668,052 | 5,061 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $482,559 | 5,155 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $467,936 | 4,947 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $584,566 | 6,514 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $715,816 | 6,816 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $658,786 | 6,643 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $6,476,193 | 61,514 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $550,167 | 4,810 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $514,593 | 4,043 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $386,397 | 3,329 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $387,073 | 3,231 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $213,436 | 2,060 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $201,793 | 2,034 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $237,652 | 2,014 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||