Position in COP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,807,344
-$860,904 QoQ
Shares Held
17,385
-14.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#836
of 2,429 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $14,709,715 across 10 Oil & Gas E&P names. COP ranks #2 (12.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TPL |
Texas Pacific Land Corp
|
21,051 | $9,212,759 | |
| 2 | COP |
Conocophillips
This page
|
17,385 | $1,807,344 | |
| 3 | OXY |
Occidental Petroleum Corp /De/
|
17,816 | $865,323 | |
| 4 | DVN |
Devon Energy Corp/De
|
19,857 | $820,491 | |
| 5 | EOG |
Eog Resources Inc
|
4,484 | $581,709 | |
| 6 | SJT |
San Juan Basin Royalty Trust
|
155,450 | $498,994 | |
| 7 | EXE |
EXPAND ENERGY Corp
|
2,670 | $243,477 | |
| 8 | PR |
Permian Resources Corp
|
13,114 | $241,428 |
All Filings in COP
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,807,344 | 17,385 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,668,248 | 20,214 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,466,681 | 15,668 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $414,871 | 4,386 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $339,127 | 3,779 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $463,558 | 4,414 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $690,223 | 6,960 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,872,299 | 17,784 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,809,720 | 15,822 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $1,982,640 | 15,577 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,950,092 | 16,801 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $2,349,637 | 19,613 | Shares | Sole | 2023-10-24 | |
| No filing history on record for this holder in this stock. | ||||||