Position in COP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$336,206
-$32,734 QoQ
Shares Held
3,234
+15.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#1,695
of 2,429 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in COP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026SUMMIT WEALTH GROUP LLC / CO holds $336,206 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
|
3,234 | $336,206 |
All Filings in COP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $336,206 | 3,234 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $368,940 | 2,795 | Shares | Sole | 2026-04-23 | |
| 2025-09-30 | $542,852 | 5,739 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||