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PlanVest Financial, Inc

Position in COP — Conocophillips

CIK 2135239 GAITHERSBURG, MD

Position in COP

as of Jun 30, 2026 · filed Aug 10, 2026
Position Value
$24,014
-$6,478 QoQ
Shares Held
231
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,286
of 2,429 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in COP Over Time

Shares Held

Position Value (USD)

Position in Oil & Gas E&P

Energy · as of Jun 30, 2026

PlanVest Financial, Inc holds $52,259 across 3 Oil & Gas E&P names. COP ranks #2 (46.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
2 COP
Conocophillips
This page
231 $24,014

All Filings in COP

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2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $24,014 231
2026-03-31 $30,492 231