Asset Planning,Inc

Position in COP — Conocophillips

CIK 2048547 LOS ALAMITOS, CA

Position in COP

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$12,059

-$3,253 QoQ

Shares Held

116

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#2,339

of 2,429 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

Asset Planning,Inc holds $130,306 across 6 Oil & Gas E&P names. COP ranks #4 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DVN	Devon Energy Corp/De	1,448	$59,831
2	CNQ	CANADIAN NATURAL RESOURCES Ltd	900	$35,550
3	UNTC	UNIT CORP	440	$13,767
4	COP	Conocophillips This page	116	$12,059
5	OXY	Occidental Petroleum Corp /De/	101	$4,905
6	EXE	EXPAND ENERGY Corp	46	$4,194

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$12,059	116	0.0%	Shares	Sole	2026-07-27
2026-03-31	$15,312	116	+0.9%	Shares	Sole	2026-04-23
2025-12-31	$10,765	115	+0.9%	Shares	Sole	2026-02-03
2025-09-30	$10,783	114	0.0%	Shares	Sole	2025-10-23
2025-06-30	$10,230	114	+0.9%	Shares	Sole	2025-07-25
2025-03-31	$11,867	113	0.0%	Shares	Sole	2025-05-08
2024-12-31	$11,206	113	—	Shares	Sole	2025-01-30
No filing history on record for this holder in this stock.