Position in COP
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$253,974
-$68,634 QoQ
Shares Held
2,443
-0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#1,889
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, 2026SpringVest Wealth Management LLC holds $253,974 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
|
2,443 | $253,974 |
All Filings in COP
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,974 | 2,443 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $322,608 | 2,444 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $219,141 | 2,341 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $221,056 | 2,337 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $209,632 | 2,336 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $245,116 | 2,334 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $230,966 | 2,329 | Shares | Sole | 2025-03-10 | |
| No filing history on record for this holder in this stock. | ||||||