Position in COP
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$207,399
-$58,581 QoQ
Shares Held
1,995
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#2,050
of 2,429 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Oregon Pacific Wealth Management, LLC holds $207,399 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
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|
1,995 | $207,399 |
All Filings in COP
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $207,399 | 1,995 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $265,980 | 2,015 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $225,974 | 2,414 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $218,502 | 2,310 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $200,030 | 2,229 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $221,172 | 2,106 | Shares | Sole | 2025-04-28 | |
| No filing history on record for this holder in this stock. | ||||||