Beverly Hills Private Wealth, LLC

Position in COP — Conocophillips

CIK 1965710 BEVERLY HILLS, CA

Position in COP

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$250,751

-$112,777 QoQ

Shares Held

2,412

-12.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,909

of 2,437 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Beverly Hills Private Wealth, LLC holds $4,682,710 across 4 Oil & Gas E&P names. COP ranks #3 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GFR	Greenfire Resources Ltd.	415,924	$2,349,969
2	CRC	California Resources Corp	35,918	$1,898,983
3	COP	Conocophillips This page	2,412	$250,751
4	BSM	Black Stone Minerals, L.P.	13,100	$183,007

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$250,751	2,412	-12.4%	Shares	Sole	2026-08-07
2026-03-31	$363,528	2,754	+7.0%	Shares	Sole	2026-05-04
2025-12-31	$240,858	2,573	-9.2%	Shares	Sole	2026-02-17
2025-09-30	$267,972	2,833	0.0%	Shares	Sole	2025-11-10
2025-06-30	$254,232	2,833	-7.8%	Shares	Sole	2025-07-29
2025-03-31	$322,726	3,073	-11.5%	Shares	Sole	2025-04-30
2024-12-31	$344,218	3,471	-0.6%	Shares	Sole	2025-02-14
2024-09-30	$367,531	3,491	+0.4%	Shares	Sole	2024-11-12
2024-06-30	$397,698	3,477	-7.5%	Shares	Sole	2024-08-08
2024-03-31	$478,444	3,759	-6.7%	Shares	Sole	2024-05-09
2023-12-31	$467,529	4,028	+0.0%	Shares	Sole	2024-01-30
2023-09-30	$482,314	4,026	-31.9%	Shares	Sole	2023-11-08
2023-06-30	$612,853	5,915	+58.6%	Shares	Sole	2023-08-10
2023-03-31	$370,053	3,730	—	Shares	Sole	2023-05-04
No filing history on record for this holder in this stock.