Baron Wealth Management LLC

Position in COP — Conocophillips

CIK 1968507 TROY, MI

Position in COP

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

Position Value

$227,672

-$118,432 QoQ

Shares Held

2,190

-16.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,977

of 2,429 holders

Holding Since

Dec 2022

11 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Energy · as of Jun 30, 2026

Baron Wealth Management LLC holds $1,699,014 across 6 Oil & Gas E&P names. COP ranks #4 (13.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MUR	Murphy Oil Corp	12,014	$391,175
2	BTE	Baytex Energy Corp.	96,087	$384,348
3	OVV	Ovintiv Inc.	5,212	$274,411
4	COP	Conocophillips This page	2,190	$227,672
5	EOG	Eog Resources Inc	1,702	$220,800
6	DVN	Devon Energy Corp/De	4,855	$200,608

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$227,672	2,190	-16.5%	Shares	Sole	2026-07-07
2026-03-31	$346,104	2,622	-4.5%	Shares	Sole	2026-04-16
2024-12-31	$272,320	2,746	-1.3%	Shares	Sole	2025-01-23
2024-09-30	$292,994	2,783	+2.6%	Shares	Sole	2024-11-07
2024-06-30	$310,198	2,712	+1.7%	Shares	Sole	2024-08-13
2024-03-31	$339,455	2,667	-39.3%	Shares	Sole	2024-05-08
2023-12-31	$510,243	4,396	+9.3%	Shares	Sole	2024-01-04
2023-09-30	$481,955	4,023	+0.4%	Shares	Sole	2023-11-01
2023-06-30	$414,958	4,005	+8.7%	Shares	Sole	2023-08-08
2023-03-31	$365,489	3,684	+1.2%	Shares	Sole	2023-06-06
2022-12-31	$429,402	3,639	—	Shares	Sole	2023-06-06
No filing history on record for this holder in this stock.