Envestnet Portfolio Solutions, Inc.

Position in COP — Conocophillips

CIK 1998033 BERWYN, PA

Position in COP

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$14,453,870

-$3,085,894 QoQ

Shares Held

139,033

+4.6% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#35

of 784 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $21,520,617 across 12 Oil & Gas E&P names. COP ranks #1 (67.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COP	Conocophillips This page	139,033	$14,453,870
2	EOG	Eog Resources Inc	14,888	$1,931,420
3	SM	SM Energy Co	40,675	$1,061,617
4	DVN	Devon Energy Corp/De	17,511	$723,554
5	EXE	EXPAND ENERGY Corp	7,458	$680,095
6	CHRD	Chord Energy Corp	5,727	$654,596
7	CRGY	Crescent Energy Co	61,612	$605,029
8	TALO	Talos Energy Inc.	29,535	$381,296

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,453,870	139,033	+4.6%	Shares	Sole	2026-07-20
2026-03-31	$17,539,764	132,877	-18.3%	Shares	Sole	2026-04-29
2025-12-31	$15,219,020	162,579	+0.5%	Shares	Sole	2026-02-06
2025-09-30	$15,305,324	161,807	+4.1%	Shares	Sole	2025-10-30
2025-06-30	$13,945,057	155,394	+16.4%	Shares	Sole	2025-07-25
2025-03-31	$14,015,339	133,454	-17.1%	Shares	Sole	2025-04-21
2024-12-31	$15,957,742	160,913	-11.8%	Shares	Sole	2025-02-10
2024-09-30	$19,210,020	182,466	-0.8%	Shares	Sole	2024-10-31
2024-06-30	$21,033,452	183,891	+3.2%	Shares	Sole	2024-07-16
2024-03-31	$22,684,096	178,222	+12.6%	Shares	Sole	2024-05-06
2023-12-31	$18,374,461	158,305	+4.2%	Shares	Sole	2024-02-07
2023-09-30	$18,207,683	151,984	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.