Heritage Family Offices, LLP
Family OfficePosition in COP — Conocophillips
CIK 2019316
SCOTTSDALE, AZ
Position in COP
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$211,766
-$10,258 QoQ
Shares Held
2,037
+21.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#2,036
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, 2026Heritage Family Offices, LLP holds $211,766 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
|
2,037 | $211,766 |
All Filings in COP
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,766 | 2,037 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $222,024 | 1,682 | Shares | Sole | 2026-04-08 | |
| 2024-12-31 | $1,364,678 | 13,761 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $1,412,225 | 13,414 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,544,244 | 13,501 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||