Position in COP
as of Jun 30, 2026
· filed Aug 21, 2026
Position Value
$9,876
-$2,664 QoQ
Shares Held
95
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,356
of 2,429 holders
Holding Since
Dec 2024
7 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, 2026Bernard Wealth Management Corp. holds $21,629 across 2 Oil & Gas E&P names. COP ranks #2 (45.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OXY |
Occidental Petroleum Corp /De/
|
242 | $11,753 | |
| 2 | COP |
Conocophillips
This page
|
95 | $9,876 |
All Filings in COP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,876 | 95 | Shares | Sole | 2026-08-21 | |
| 2026-03-31 | $12,540 | 95 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,892 | 95 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $8,986 | 95 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $8,525 | 95 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $13,967 | 133 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $9,421 | 95 | Shares | Sole | 2025-02-27 | |
| No filing history on record for this holder in this stock. | ||||||