Position in COP
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$202,618
-$39,998 QoQ
Shares Held
1,949
+6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#2,064
of 2,429 holders
Holding Since
Mar 2026
2 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, 2026BankPlus Wealth Management LLC holds $202,618 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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|
1,949 | $202,618 |
All Filings in COP
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $202,618 | 1,949 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $242,616 | 1,838 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||