Position in COP
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$385,690
-$113,270 QoQ
Shares Held
3,710
-1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#1,596
of 2,429 holders
Holding Since
Sep 2024
8 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, 2026BWM Planning, LLC holds $2,361,867 across 3 Oil & Gas E&P names. COP ranks #2 (16.3% of the industry book) .
All Filings in COP
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $385,690 | 3,710 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $498,960 | 3,780 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $336,901 | 3,599 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $357,360 | 3,778 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $320,101 | 3,567 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $385,633 | 3,672 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $372,284 | 3,754 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $395,221 | 3,754 | Shares | Sole | 2024-10-09 | |
| No filing history on record for this holder in this stock. | ||||||