Position in COP
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$222,474
-$46,806 QoQ
Shares Held
2,140
+4.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,999
of 2,429 holders
Holding Since
Mar 2026
2 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, 2026MCCARTER PRIVATE WEALTH SERVICES LLC holds $960,750 across 2 Oil & Gas E&P names. COP ranks #2 (23.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FANG |
Diamondback Energy, Inc.
|
4,200 | $738,276 | |
| 2 | COP |
Conocophillips
This page
|
2,140 | $222,474 |
All Filings in COP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,474 | 2,140 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $269,280 | 2,040 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||