JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC
PensionPosition in COP — Conocophillips
CIK 2122180
AMMON, ID
Position in COP
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$795,397
-$100,883 QoQ
Shares Held
7,651
+12.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.76%
of 13F equity value
Holder Rank
#1,179
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, 2026JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC holds $1,395,430 across 2 Oil & Gas E&P names. COP ranks #1 (57.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COP |
Conocophillips
This page
|
7,651 | $795,397 | |
| 2 | OXY |
Occidental Petroleum Corp /De/
|
12,354 | $600,033 |
All Filings in COP
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $795,397 | 7,651 | Shares | Other | 2026-07-24 | |
| 2026-03-31 | $896,280 | 6,790 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $2,158,646 | 23,060 | Shares | Other | 2026-04-29 | |
| No filing history on record for this holder in this stock. | ||||||