Mowery & Schoenfeld Wealth Management, LLC
Position in COP — Conocophillips
CIK 2019946
LINCOLNSHIRE, IL
Position in COP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$16,425
-$4,431 QoQ
Shares Held
158
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,319
of 2,428 holders
Holding Since
Dec 2024
7 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, 2026Mowery & Schoenfeld Wealth Management, LLC holds $671,505 across 3 Oil & Gas E&P names. COP ranks #2 (2.4% of the industry book) .
All Filings in COP
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,425 | 158 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $20,856 | 158 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $14,790 | 158 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $14,945 | 158 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $16,242 | 181 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $23,209 | 221 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $17,850 | 180 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||