Position in COP
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$211,766
New position
Shares Held
2,037
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#2,035
of 2,429 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Oil & Gas E&P
Energy · as of Jun 30, 2026Pacific Excel Wealth Advisors, Inc. holds $211,766 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
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|
2,037 | $211,766 |
All Filings in COP
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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $211,766 | 2,037 | Shares | Sole | 2026-07-06 | |
| No filing history on record for this holder in this stock. | ||||||