Synergy Investment Management, LLC
Position in COP — Conocophillips
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in COP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$35,969
+$16,301 QoQ
Shares Held
346
+132.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,250
of 2,423 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 25%
Shared 0%
None 75%
Common Shares in COP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Synergy Investment Management, LLC holds $178,739 across 10 Oil & Gas E&P names. COP ranks #2 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EOG |
Eog Resources Inc
|
926 | $120,129 | |
| 2 | COP |
Conocophillips
This page
|
346 | $35,969 | |
| 3 | DVN |
Devon Energy Corp/De
|
166 | $6,858 | |
| 4 | OXY |
Occidental Petroleum Corp /De/
|
103 | $5,002 | |
| 5 | CRC |
California Resources Corp
|
71 | $3,753 | |
| 6 | CNQ |
CANADIAN NATURAL RESOURCES Ltd
|
70 | $2,765 | |
| 7 | MTDR |
Matador Resources Co
|
43 | $2,140 | |
| 8 | OVV |
Ovintiv Inc.
|
19 | $1,000 |
All Filings in COP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,969 | 346 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $19,668 | 149 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $4,515 | 43 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $5,553 | 56 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||