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Integrated Wealth Management

Position in COP — Conocophillips

CIK 2113155 UNIONTOWN, OH

Position in COP

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$418,439
-$91,741 QoQ
Shares Held
4,025
+4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.96%
of 13F equity value
Holder Rank
#1,536
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, 2026

Integrated Wealth Management holds $418,439 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
4,025 $418,439

All Filings in COP

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $418,439 4,025
2026-03-31 $510,180 3,865
2025-12-31 $338,119 3,612