Position in COP
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,998,838
-$3,543,050 QoQ
Shares Held
19,227
-54.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#799
of 2,428 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in COP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Compound Planning, Inc. holds $7,307,915 across 12 Oil & Gas E&P names. COP ranks #1 (27.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
This page
|
19,227 | $1,998,838 | |
| 2 | EOG |
Eog Resources Inc
|
8,273 | $1,073,255 | |
| 3 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
26,199 | $1,034,860 | |
| 4 | APA |
APA Corp
|
15,462 | $503,596 | |
| 5 | WDS |
Woodside Energy Group Ltd
|
23,482 | $453,671 | |
| 6 | DVN |
Devon Energy Corp/De
|
10,159 | $419,769 | |
| 7 | FANG |
Diamondback Energy, Inc.
|
2,149 | $377,750 | |
| 8 | OXY |
Occidental Petroleum Corp /De/
|
7,062 | $343,001 |
All Filings in COP
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,998,838 | 19,227 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $5,541,888 | 41,984 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,600,543 | 17,098 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $1,784,440 | 18,865 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,160,248 | 12,929 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,027,410 | 9,783 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,023,533 | 10,321 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,195,980 | 11,360 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $1,183,489 | 10,347 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $865,249 | 6,798 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $743,428 | 6,405 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $265,956 | 2,220 | Shares | Sole | 2023-11-09 | |
| No filing history on record for this holder in this stock. | ||||||