PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in COP — Conocophillips
CIK 2145782
WALTHAM, MA
Position in COP
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$35,970
-$15,246 QoQ
Shares Held
346
-10.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,252
of 2,429 holders
Holding Since
Dec 2024
7 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, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $617,759 across 5 Oil & Gas E&P names. COP ranks #4 (5.8% of the industry book) .
All Filings in COP
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $35,970 | 346 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $51,216 | 388 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $4,867 | 52 | Shares | Sole | 2026-08-07 | |
| 2025-09-30 | $44,741 | 473 | Shares | Sole | 2026-08-07 | |
| 2025-06-30 | $40,741 | 454 | Shares | Sole | 2026-08-07 | |
| 2025-03-31 | $45,893 | 437 | Shares | Sole | 2026-08-07 | |
| 2024-12-31 | $43,039 | 434 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||