Position in COP
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$542,151
-$179,757 QoQ
Shares Held
5,215
-4.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,392
of 2,429 holders
Holding Since
Jun 2023
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026National Wealth Management Group, LLC holds $542,151 across 1 Oil & Gas E&P name. COP ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
This page
|
5,215 | $542,151 |
All Filings in COP
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $542,151 | 5,215 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $721,908 | 5,469 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $594,985 | 6,356 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $455,640 | 4,817 | Shares | Sole | 2025-10-31 | |
| 2023-09-30 | $657,462 | 5,488 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $572,652 | 5,527 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||