Position in COP
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$622,096
+$109,540 QoQ
Shares Held
5,984
+54.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,304
of 2,429 holders
Holding Since
Jun 2024
5 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, 2026Triad Wealth Partners, LLC holds $622,096 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
|
5,984 | $622,096 |
All Filings in COP
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $622,096 | 5,984 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $512,556 | 3,883 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $427,797 | 4,570 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $353,104 | 3,733 | Shares | Sole | 2025-10-30 | |
| 2024-06-30 | $11,438 | 100 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||