PDS Planning, Inc

Position in COP — Conocophillips

CIK 838618 DUBLIN, OH

Position in COP

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$1,352,311

-$320,393 QoQ

Shares Held

13,008

+2.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#950

of 2,429 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Energy · as of Jun 30, 2026

PDS Planning, Inc holds $2,915,012 across 5 Oil & Gas E&P names. COP ranks #1 (46.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COP	Conocophillips This page	13,008	$1,352,311
2	CNQ	CANADIAN NATURAL RESOURCES Ltd	12,560	$496,120
3	EOG	Eog Resources Inc	3,377	$438,098
4	DVN	Devon Energy Corp/De	8,977	$370,929
5	WDS	Woodside Energy Group Ltd	13,331	$257,554

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,352,311	13,008	+2.7%	Shares	Sole	2026-08-05
2026-03-31	$1,672,704	12,672	+4.8%	Shares	Sole	2026-04-22
2025-12-31	$1,131,370	12,086	-0.5%	Shares	Sole	2026-01-26
2025-09-30	$1,148,511	12,142	+4.8%	Shares	Sole	2025-10-21
2025-06-30	$1,039,637	11,585	+7.1%	Shares	Sole	2025-07-24
2025-03-31	$1,136,421	10,821	+11.5%	Shares	Sole	2025-04-24
2024-12-31	$962,742	9,708	+1.0%	Shares	Sole	2025-02-10
2024-09-30	$1,011,951	9,612	+4.2%	Shares	Sole	2024-10-30
2024-06-30	$1,055,155	9,225	+1.1%	Shares	Sole	2024-08-08
2024-03-31	$1,161,939	9,129	-0.1%	Shares	Sole	2024-05-01
2023-12-31	$1,060,415	9,136	+10.1%	Shares	Sole	2024-02-01
2023-09-30	$994,100	8,298	+2.5%	Shares	Sole	2023-10-23
2023-06-30	$838,826	8,096	+2.8%	Shares	Sole	2023-07-21
2023-03-31	$781,576	7,878	-10.8%	Shares	Sole	2023-05-02
2022-12-31	$1,041,940	8,830	+0.3%	Shares	Sole	2023-01-27
2022-09-30	$900,592	8,800	-2.0%	Shares	Sole	2022-11-02
2022-06-30	$806,853	8,984	+5.8%	Shares	Sole	2022-07-15
2022-03-31	$849,100	8,491	+2.2%	Shares	Sole	2022-04-18
2021-12-31	$599,671	8,308	+0.3%	Shares	Sole	2022-01-25
2021-09-30	$561,474	8,285	+0.5%	Shares	Sole	2021-10-22
2021-06-30	$502,120	8,245	-1.7%	Shares	Sole	2021-07-26
2021-03-31	$444,312	8,388	+7.8%	Shares	Sole	2021-04-20
2020-12-31	$311,242	7,783	-12.0%	Shares	Sole	2021-01-21
2020-09-30	$290,305	8,840	-0.9%	Shares	Sole	2020-10-19
2020-06-30	$374,734	8,918	+8.8%	Shares	Sole	2020-08-11
2020-03-31	$252,375	8,194	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.