Position in COP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$574,898
-$350,950 QoQ
Shares Held
5,530
-21.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.12%
of 13F equity value
Holder Rank
#1,355
of 2,429 holders
Holding Since
Dec 2025
3 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, 2026SPWM Advisors LLC holds $715,003 across 2 Oil & Gas E&P names. COP ranks #1 (80.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
This page
|
5,530 | $574,898 | |
| 2 | BSM |
Black Stone Minerals, L.P.
|
10,029 | $140,105 |
All Filings in COP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $574,898 | 5,530 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $925,848 | 7,014 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $603,035 | 6,442 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||