COP COP

Ownership history in Castleview Partners, LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which Castleview Partners, LLC reported a position in COP (COP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
3.04% (2025 Q4)
Avg. % of fund
1.0%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 65,642 +14,992 +29.6% 3.04% $6.1M $92.89
2025 Q3 ADDED 50,650 +4,396 +9.5% 2.60% $4.8M $93.00
2025 Q2 ADDED 46,254 +9,095 +24.5% 2.67% $4.2M $87.51
2025 Q1 ADDED 37,159 +37,132 +137525.9% 2.64% $3.9M $101.54
2024 Q3 UNCHANGED 27 0% 0.00% $3K $100.27
2024 Q2 ADDED 27 +1 +3.8% 0.00% $3K $108.16
2024 Q1 ADDED 26 +8 +44.4% 0.00% $3K $119.60
2023 Q4 UNCHANGED 18 0% 0.00% $2K $108.29
2023 Q3 REDUCED 18 -50,074 -100.0% 0.00% $2K $111.21
2021 Q4 ADDED 50,092 +50,067 +200268.0% 0.01% $694K $61.85
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    COP price (monthly, adj. close)
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