Position in COP
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$447,859
-$278,801 QoQ
Shares Held
4,308
-21.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,495
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, 2026AGH Wealth Advisors, LLC holds $447,859 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
|
4,308 | $447,859 |
All Filings in COP
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $447,859 | 4,308 | Shares | Other | 2026-07-22 | |
| 2026-03-31 | $726,660 | 5,505 | Shares | Other | 2026-04-22 | |
| 2025-12-31 | $504,838 | 5,393 | Shares | Other | 2026-02-04 | |
| 2025-09-30 | $529,797 | 5,601 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $496,082 | 5,528 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $584,436 | 5,565 | Shares | Other | 2025-04-11 | |
| 2024-12-31 | $594,225 | 5,992 | Shares | Other | 2025-04-04 | |
| No filing history on record for this holder in this stock. | ||||||