Beverly Hills Private Wealth, LLC

Position in COP — Conocophillips

CIK 1965710 BEVERLY HILLS, CA

Position in COP

as of Mar 31, 2026 · filed May 4, 2026 Compact

Position Value

$363,528

+$122,670 QoQ

Shares Held

2,754

+7.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Energy · as of Mar 31, 2026

Beverly Hills Private Wealth, LLC holds $4,961,806 across 4 Oil & Gas E&P names. COP ranks #3 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GFR	Greenfire Resources Ltd.	373,322	$2,359,394
2	CRC	California Resources Corp	29,483	$2,040,812
3	COP	Conocophillips This page	2,754	$363,528
4	BSM	Black Stone Minerals, L.P.	13,100	$198,072

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.