True Wealth Design, LLC

Position in COP — Conocophillips

CIK 1966033 AKRON, OH

Position in COP

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$192,429

-$45,435 QoQ

Shares Held

1,851

+2.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#353

of 420 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

True Wealth Design, LLC holds $954,866 across 39 Oil & Gas E&P names. COP ranks #1 (20.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COP	Conocophillips This page	1,851	$192,429
2	DVN	Devon Energy Corp/De	4,374	$180,733
3	OXY	Occidental Petroleum Corp /De/	2,877	$139,735
4	EOG	Eog Resources Inc	800	$103,784
5	AR	ANTERO RESOURCES Corp	2,505	$88,025
6	EXE	EXPAND ENERGY Corp	474	$43,224
7	PR	Permian Resources Corp	1,478	$27,209
8	APA	APA Corp	701	$22,831

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$192,429	1,851	+2.7%	Shares	Sole	2026-07-16
2026-03-31	$237,864	1,802	+15.2%	Shares	Sole	2026-04-13
2025-12-31	$146,406	1,564	+52.9%	Shares	Sole	2026-01-08
2025-09-30	$96,765	1,023	-12.8%	Shares	Sole	2025-10-21
2025-06-30	$105,265	1,173	-63.7%	Shares	Sole	2025-08-06
2025-03-31	$339,529	3,233	+716.4%	Shares	Sole	2025-05-13
2024-12-31	$39,271	396	-39.4%	Shares	Sole	2025-02-14
2024-09-30	$68,747	653	+89.3%	Shares	Sole	2024-11-14
2024-06-30	$39,461	345	+3.6%	Shares	Sole	2024-08-14
2024-03-31	$42,384	333	+4.4%	Shares	Sole	2024-05-14
2023-12-31	$37,026	319	0.0%	Shares	Sole	2024-02-14
2023-09-30	$38,216	319	0.0%	Shares	Sole	2023-11-13
2023-06-30	$33,051	319	0.0%	Shares	Sole	2023-08-14
2023-03-31	$31,647	319	-95.6%	Shares	Sole	2023-05-12
2022-12-31	$846,768	7,176	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.