Position in COP
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$968,179
-$376,637 QoQ
Shares Held
9,313
-8.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#1,104
of 2,429 holders
Holding Since
Mar 2021
22 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, 2026Legacy Wealth Management, LLC / MS holds $968,179 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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|
9,313 | $968,179 |
All Filings in COP
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $968,179 | 9,313 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,344,816 | 10,188 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,065,656 | 11,384 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $2,823,795 | 29,853 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $2,890,884 | 32,214 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $2,941,190 | 28,006 | Shares | Sole | 2025-04-03 | |
| 2024-12-31 | $766,584 | 7,730 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $676,845 | 6,429 | Shares | Sole | 2024-12-12 | |
| 2024-06-30 | $735,349 | 6,429 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $818,283 | 6,429 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $746,214 | 6,429 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $770,194 | 6,429 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $687,659 | 6,637 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $661,234 | 6,665 | Shares | Sole | 2024-12-12 | |
| 2022-12-31 | $771,484 | 6,538 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $628,162 | 6,138 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $538,770 | 5,999 | Shares | Sole | 2024-12-12 | |
| 2022-03-31 | $626,400 | 6,264 | Shares | Sole | 2024-12-12 | |
| 2021-12-31 | $449,031 | 6,221 | Shares | Sole | 2024-12-12 | |
| 2021-09-30 | $390,355 | 5,760 | Shares | Sole | 2024-12-12 | |
| 2021-06-30 | $350,784 | 5,760 | Shares | Sole | 2024-12-12 | |
| 2021-03-31 | $305,107 | 5,760 | Shares | Sole | 2024-12-12 | |
| No filing history on record for this holder in this stock. | ||||||