Walser Wealth Management Company, A Ltd Liability Co
Position in COP — Conocophillips
CIK 2112280
TAMPA, FL
Position in COP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$364,587
+$14,919 QoQ
Shares Held
3,507
+32.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,637
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, 2026Walser Wealth Management Company, A Ltd Liability Co holds $1,640,035 across 2 Oil & Gas E&P names. COP ranks #2 (22.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OXY |
Occidental Petroleum Corp /De/
|
26,260 | $1,275,448 | |
| 2 | COP |
Conocophillips
This page
|
3,507 | $364,587 |
All Filings in COP
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $364,587 | 3,507 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $349,668 | 2,649 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,094,300 | 11,690 | Shares | Sole | 2026-02-23 | |
| No filing history on record for this holder in this stock. | ||||||