Position in COP
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,819,507
-$463,301 QoQ
Shares Held
17,502
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#834
of 2,429 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COP Over Time
Shares Held
Position Value (USD)
Derivatives in COP
reported options exposure · as of Jun 30, 2023CallValue
$0
CallShares
0
PutValue
$3,136,896
PutShares
30,276
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026IAMS WEALTH MANAGEMENT, LLC holds $1,819,507 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
|
17,502 | $1,819,507 |
All Filings in COP
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,819,507 | 17,502 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,282,808 | 17,294 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,880,250 | 20,086 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,802,317 | 19,054 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,596,564 | 17,791 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $2,207,835 | 21,023 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,053,017 | 20,702 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,916,411 | 18,203 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $1,865,309 | 16,308 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $2,039,662 | 16,025 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $1,760,665 | 15,169 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,919,196 | 16,020 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $3,136,896 | 30,276 | Put | Sole | 2023-10-30 | |
| 2023-03-31 | $1,389,436 | 14,005 | Shares | Sole | 2023-10-30 | |
| 2022-12-31 | $772,664 | 6,548 | Shares | Sole | 2023-10-27 | |
| No filing history on record for this holder in this stock. | ||||||