MBM WEALTH CONSULTANTS, LLC COP — CONOCOPHILLIPS

Ownership history in MBM WEALTH CONSULTANTS, LLC  ·  30 quarters on record

AI Ownership Summary

MBM WEALTH CONSULTANTS, LLC reported CONOCOPHILLIPS (COP) in 30 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.17% in 2024 Q1. The latest visible filing shows COP at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this COP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MBM WEALTH CONSULTANTS, LLC's position in CONOCOPHILLIPS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

COP was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

COP stock page MBM WEALTH CONSULTANTS, LLC fund profile MBM WEALTH CONSULTANTS, LLC full holdings
How MBM WEALTH CONSULTANTS, LLC held COP — position size vs. price
% of Fund (quarterly)    COP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 808 -1,449 -64.2% 0.02% $107K 2026-04-20 $115.59
2025 Q4 REDUCED 60.9% +42.1% ❌ 2,257 -3,517 -60.9% 0.05% $211K 2026-01-26 $96.97
2025 Q3 ADDED — — — 5,774 +116 +2.1% 0.14% $546K 2025-10-31 $86.72
2025 Q2 ADDED — — — 5,658 +469 +9.0% 0.14% $508K 2025-08-13 $92.80
2025 Q1 ADDED — — — 5,189 +905 +21.1% 0.16% $545K 2025-04-28 $89.19
2024 Q4 ADDED — — — 4,284 +473 +12.4% 0.13% $429K 2025-01-17 $100.77
2024 Q3 ADDED — — — 3,811 +65 +1.7% 0.13% $401K 2024-10-07 $108.46
2024 Q2 ADDED — — — 3,746 +28 +0.8% 0.14% $416K 2024-07-30 $103.16
2024 Q1 REDUCED — — — 3,718 -49 -1.3% 0.17% $473K 2024-04-18 $119.21
2023 Q4 ADDED — — — 3,767 +844 +28.9% 0.16% $420K 2024-01-30 $105.62
20 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding COP

As of 2026 Q1 — sorted by position size

Mosaic Advisors LLC 3Y 9.65% EAGLE CAPITAL MANAGEMENT LLC 3Y 7Y 8.37% Generali Powszechne Towarzystwo Emerytalne 7.53% HATCH COVE CAPITAL, LLC 6.17% ADAMS NATURAL RESOURCES FUND, INC. 3Y 7Y 5.77% Turas Capital Management LP 5.2% Advisory Resource Group 3Y 7Y 4.98% Smead Capital Management, Inc. 3Y 7Y 4.8% Hamlin Capital Management, LLC 3Y 7Y 4.77% Paragon Capital Management LLC 3Y 7Y 4.72%

FAQ About MBM WEALTH CONSULTANTS, LLC and COP

These are the practical questions this page is built to answer before you even open the full history table.

How long has MBM WEALTH CONSULTANTS, LLC reported owning COP?

MBM WEALTH CONSULTANTS, LLC reported COP across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported COP position in MBM WEALTH CONSULTANTS, LLC's portfolio?

The largest reported portfolio weight for COP was 0.17% in 2024 Q1.

What is the latest reported COP position on this page?

The most recent filing on this page is 2026 Q1, when MBM WEALTH CONSULTANTS, LLC reported 808 shares, equal to 0.02% of portfolio, with an estimated market value of $107K.

What does the chart on this COP ownership page compare?

The chart compares MBM WEALTH CONSULTANTS, LLC's quarterly COP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MBM WEALTH CONSULTANTS, LLC time their COP position?

Based on 13F filing dates vs. subsequent COP price moves, MBM WEALTH CONSULTANTS, LLC correctly timed 12 out of 26 reported position changes (46%). The annualised alpha on COP relative to SPY over the holding period was -3.7%.

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