Position in COP
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$427,483
-$32,141 QoQ
Shares Held
4,112
+18.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#1,521
of 2,429 holders
Holding Since
Jun 2024
9 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, 2026Optivise Advisory Services LLC holds $427,483 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
|
4,112 | $427,483 |
All Filings in COP
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $427,483 | 4,112 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $459,624 | 3,482 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $379,401 | 4,053 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $299,471 | 3,166 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $207,748 | 2,315 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $240,600 | 2,291 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $251,990 | 2,541 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $334,158 | 3,174 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $358,581 | 3,135 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||