Position in COP
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$8,212
-$1,028 QoQ
Shares Held
79
+12.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,367
of 2,429 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in COP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Copia Wealth Management holds $14,704 across 4 Oil & Gas E&P names. COP ranks #1 (55.8% of the industry book) .
All Filings in COP
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,212 | 79 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $9,240 | 70 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $6,552 | 70 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,621 | 70 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $6,281 | 70 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $7,351 | 70 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $6,941 | 70 | Shares | Sole | 2025-03-06 | |
| No filing history on record for this holder in this stock. | ||||||