Position in COP
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$3,257,100
+$49,978 QoQ
Shares Held
24,675
-9.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
12 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in COP Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas E&P
Energy · as of Mar 31, 2026CANANDAIGUA NATIONAL CORP holds $3,946,316 across 3 Oil & Gas E&P names. COP ranks #1 (82.5% of the industry book) .
All Filings in COP
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,257,100 | 24,675 | Shares | Sole | 2026-04-08 | |
| 2022-12-31 | $3,207,122 | 27,179 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $2,827,551 | 27,629 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $2,409,871 | 26,833 | Shares | Sole | 2022-07-05 | |
| 2022-03-31 | $2,833,100 | 28,331 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,063,265 | 28,585 | Shares | Sole | 2022-01-04 | |
| 2021-09-30 | $2,066,781 | 30,497 | Shares | Sole | 2021-10-04 | |
| 2021-06-30 | $1,903,307 | 31,253 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $1,680,155 | 31,719 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $1,405,048 | 35,135 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,255,604 | 38,234 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $1,587,557 | 37,781 | Shares | Sole | 2020-07-07 | |
| No filing history on record for this holder in this stock. | ||||||