Position in COP
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$226,009
-$1,225,463 QoQ
Shares Held
2,174
-80.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,984
of 2,428 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, 202649 WEALTH MANAGEMENT, LLC holds $606,577 across 2 Oil & Gas E&P names. COP ranks #2 (37.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DMLP |
Dorchester Minerals, L.P.
|
15,072 | $380,568 | |
| 2 | COP |
Conocophillips
This page
|
2,174 | $226,009 |
All Filings in COP
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,009 | 2,174 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $1,451,472 | 10,996 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $966,523 | 10,325 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $809,122 | 8,554 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $874,516 | 9,745 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $999,895 | 9,521 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $528,080 | 5,325 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $207,612 | 1,972 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $231,962 | 2,028 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $248,196 | 1,950 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $246,532 | 2,124 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||