Marshall & Sterling Wealth Advisors Inc.
Position in COP — Conocophillips
CIK 2056315
POUGHKEEPSIE, NY
Position in COP
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$348,889
-$94,103 QoQ
Shares Held
3,356
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
#1,669
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, 2026Marshall & Sterling Wealth Advisors Inc. holds $348,889 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
This page
|
3,356 | $348,889 |
All Filings in COP
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $348,889 | 3,356 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $442,992 | 3,356 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $314,155 | 3,356 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $326,050 | 3,447 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $303,767 | 3,385 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $361,582 | 3,443 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $332,913 | 3,357 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||