Concurrent Investment Advisors, LLC

Position in COP — Conocophillips

CIK 2001015 Tampa, FL

Position in COP

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$9,314,191

-$2,169,413 QoQ

Shares Held

89,594

+3.0% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#390

of 2,428 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Energy · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $28,347,990 across 18 Oil & Gas E&P names. COP ranks #1 (32.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COP	Conocophillips This page	89,594	$9,314,191
2	FANG	Diamondback Energy, Inc.	25,621	$4,503,658
3	MTDR	Matador Resources Co	65,528	$3,261,983
4	DVN	Devon Energy Corp/De	62,339	$2,575,847
5	EOG	Eog Resources Inc	14,930	$1,936,868
6	PR	Permian Resources Corp	75,526	$1,390,433
7	TALO	Talos Energy Inc.	71,688	$925,491
8	TPL	Texas Pacific Land Corp	1,852	$810,508

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,314,191	89,594	+3.0%	Shares	Sole	2026-07-27
2026-03-31	$11,483,604	86,997	+1.0%	Shares	Sole	2026-04-21
2025-12-31	$8,066,467	86,171	+31.2%	Shares	Sole	2026-01-29
2025-09-30	$6,211,725	65,670	-5.2%	Shares	Sole	2025-10-27
2025-06-30	$6,215,841	69,265	+11.5%	Shares	Sole	2025-07-25
2025-03-31	$6,521,952	62,102	+5.2%	Shares	Sole	2025-04-29
2024-12-31	$5,856,087	59,051	+2.6%	Shares	Sole	2025-02-03
2024-09-30	$6,057,179	57,534	+4.3%	Shares	Sole	2024-10-30
2024-06-30	$6,309,887	55,166	+45.3%	Shares	Sole	2024-07-30
2024-03-31	$4,833,839	37,978	+6.5%	Shares	Sole	2024-05-07
2023-12-31	$4,139,404	35,663	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.