Ruggaard & Associates LLC

Position in COP — Conocophillips

CIK 1971230 HUDSON, OH

Position in COP

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$1,333,494

-$409,038 QoQ

Shares Held

12,827

-2.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.42%

of 13F equity value

Holder Rank

#956

of 2,429 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 2% Shared 0% None 98%

Energy · as of Jun 30, 2026

Ruggaard & Associates LLC holds $2,468,838 across 5 Oil & Gas E&P names. COP ranks #1 (54.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COP	Conocophillips This page	12,827	$1,333,494
2	CNQ	CANADIAN NATURAL RESOURCES Ltd	12,567	$496,396
3	KRP	Kimbell Royalty Partners, LP	16,665	$242,142
4	SM	SM Energy Co	8,610	$224,721
5	SD	Sandridge Energy Inc	12,561	$172,085

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,333,494	12,827	-2.8%	Shares	Sole	2026-08-17
2026-03-31	$1,742,532	13,201	+3.9%	Shares	Sole	2026-05-26
2025-12-31	$1,189,595	12,708	-0.1%	Shares	Sole	2026-02-20
2025-09-30	$1,203,279	12,721	-0.1%	Shares	Sole	2025-11-14
2025-06-30	$1,143,108	12,738	-1.7%	Shares	Sole	2025-08-14
2025-03-31	$1,361,269	12,962	+1.5%	Shares	Sole	2025-05-15
2024-12-31	$1,266,599	12,772	-8.8%	Shares	Sole	2025-02-13
2024-09-30	$1,474,972	14,010	+3.3%	Shares	Sole	2024-11-14
2024-06-30	$1,550,992	13,560	+1.7%	Shares	Sole	2024-08-13
2024-03-31	$1,696,515	13,329	-2.5%	Shares	Sole	2024-05-14
2023-12-31	$1,586,096	13,665	+1.1%	Shares	Sole	2024-02-15
2023-09-30	$1,619,097	13,515	+2.7%	Shares	Sole	2023-11-09
2023-06-30	$1,362,989	13,155	+2.7%	Shares	Sole	2023-08-10
2023-03-31	$1,270,880	12,810	—	Shares	Sole	2023-05-15
No filing history on record for this holder in this stock.