Novak & Powell Financial Services, Inc.
Position in COP — Conocophillips
CIK 2011548
ST. PETERSBURG, FL
Position in COP
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$241,810
-$74,726 QoQ
Shares Held
2,326
-3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,938
of 2,429 holders
Holding Since
Dec 2023
9 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, 2026Novak & Powell Financial Services, Inc. holds $241,810 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
|
2,326 | $241,810 |
All Filings in COP
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $241,810 | 2,326 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $316,536 | 2,398 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $224,476 | 2,398 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $497,921 | 5,264 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $206,679 | 1,968 | Shares | Sole | 2025-05-15 | |
| 2024-09-30 | $237,511 | 2,256 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $258,041 | 2,256 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $287,143 | 2,256 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $261,853 | 2,256 | Shares | Sole | 2024-02-21 | |
| No filing history on record for this holder in this stock. | ||||||