Western Financial Corp/CA

Position in COP — Conocophillips

CIK 1954480 SAN DIEGO, CA

Position in COP

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$529,884

-$261,625 QoQ

Shares Held

5,097

-26.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,404

of 2,429 holders

Holding Since

Dec 2022

8 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Energy · as of Jun 30, 2026

Western Financial Corp/CA holds $4,251,776 across 3 Oil & Gas E&P names. COP ranks #3 (12.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FANG	Diamondback Energy, Inc.	14,895	$2,618,243
2	EQT	EQT Corp	20,757	$1,103,649
3	COP	Conocophillips This page	5,097	$529,884

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$529,884	5,097	-26.3%	Shares	Sole	2026-07-22
2024-06-30	$791,509	6,920	+6.9%	Shares	Sole	2024-07-19
2024-03-31	$824,138	6,475	-6.8%	Shares	Sole	2024-04-24
2023-12-31	$806,802	6,951	+1.5%	Shares	Sole	2024-01-25
2023-09-30	$820,031	6,845	-2.2%	Shares	Sole	2023-10-19
2023-06-30	$725,062	6,998	-6.9%	Shares	Sole	2023-07-27
2023-03-31	$745,959	7,519	-19.4%	Shares	Sole	2023-04-20
2022-12-31	$1,100,468	9,326	—	Shares	Sole	2023-01-20
No filing history on record for this holder in this stock.