Position in COP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$8,004
-$2,160 QoQ
Shares Held
77
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#2,368
of 2,429 holders
Holding Since
Sep 2025
4 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, 2026United Financial Planning Group LLC holds $14,156 across 2 Oil & Gas E&P names. COP ranks #1 (56.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
This page
|
77 | $8,004 | |
| 2 | FANG |
Diamondback Energy, Inc.
|
35 | $6,152 |
All Filings in COP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,004 | 77 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $10,164 | 77 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,340 | 25 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,364 | 25 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||