Position in COP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,166,535
-$579,957 QoQ
Shares Held
11,221
-15.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#1,016
of 2,429 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Unique Wealth Strategies, LLC holds $1,648,203 across 2 Oil & Gas E&P names. COP ranks #1 (70.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
This page
|
11,221 | $1,166,535 | |
| 2 | OXY |
Occidental Petroleum Corp /De/
|
9,917 | $481,668 |
All Filings in COP
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,166,535 | 11,221 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,746,492 | 13,231 | Shares | Sole | 2026-07-15 | |
| 2025-12-31 | $746,820 | 7,978 | Shares | Sole | 2026-07-14 | |
| 2025-09-30 | $765,138 | 8,089 | Shares | Sole | 2026-07-14 | |
| 2025-06-30 | $686,959 | 7,655 | Shares | Sole | 2026-07-14 | |
| 2025-03-31 | $480,256 | 4,573 | Shares | Sole | 2026-07-14 | |
| 2024-12-31 | $429,802 | 4,334 | Shares | Sole | 2026-07-14 | |
| 2024-09-30 | $574,197 | 5,454 | Shares | Sole | 2026-07-14 | |
| 2024-06-30 | $555,429 | 4,856 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $618,071 | 4,856 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $971,041 | 8,366 | Shares | Sole | 2024-02-05 | |
| No filing history on record for this holder in this stock. | ||||||