Phil A. Younker & Associates, Ltd. COP β€” CONOCOPHILLIPS

Ownership history in Phil A. Younker & Associates, Ltd.  Β·  2 quarters on record

AI Ownership Summary

Phil A. Younker & Associates, Ltd. reported CONOCOPHILLIPS (COP) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 0.17% in 2025 Q3. The latest visible filing shows COP at 0.15% 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.

What this COP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Phil A. Younker & Associates, Ltd.'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
2025 Q4

COP was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 to 2025 Q4

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.

How Phil A. Younker & Associates, Ltd. held COP β€” position size vs. price
% of Fund (quarterly)    COP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED β€” β€” β€” 2,300 β€” 0% 0.15% $215K 2026-01-27 $98.37
2025 Q3 INITIATED β€” β€” β€” 2,300 β€” β€” 0.17% $218K 2025-10-24 $85.91

FAQ About Phil A. Younker & Associates, Ltd. and COP

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

How long has Phil A. Younker & Associates, Ltd. reported owning COP?

Phil A. Younker & Associates, Ltd. reported COP across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported COP position in Phil A. Younker & Associates, Ltd.'s portfolio?

The largest reported portfolio weight for COP was 0.17% in 2025 Q3.

What is the latest reported COP position on this page?

The most recent filing on this page is 2025 Q4, when Phil A. Younker & Associates, Ltd. reported 2,300 shares, equal to 0.15% of portfolio, with an estimated market value of $215K.

What does the chart on this COP ownership page compare?

The chart compares Phil A. Younker & Associates, Ltd.'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.

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