COP — CONOCOPHILLIPS

Ownership history in WealthShield Partners, LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which WealthShield Partners, LLC reported a position in CONOCOPHILLIPS (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
0.06% (2021 Q2)
Avg. % of fund
0.04%
First filed
2020 Q4
Last filed
2025 Q3
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 2,149 +85 +4.1% 0.02% $203K $93.00
2025 Q1 ADDED 2,064 +66 +3.3% 0.03% $217K $101.54
2024 Q3 ADDED 1,998 +292 +17.1% 0.03% $210K $100.27
2023 Q3 REDUCED 1,706 -739 -30.2% 0.03% $205K $111.21
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    COP price (monthly, adj. close)

Other funds also holding COP

As of 2025 Q4 — sorted by position size

Mosaic Advisors LLC 3Y 9.51% EAGLE CAPITAL MANAGEMENT LLC 3Y 7Y 5.78% ADAMS NATURAL RESOURCES FUND, INC. 3Y 7Y 5.36% Advisory Resource Group 3Y 7Y 3.94% Smead Capital Management, Inc. 3Y 7Y 3.72% R.H. Investment Group, LLC 3.69% FOUNDATION RESOURCE MANAGEMENT INC 3Y 7Y 3.58% Sagefield Capital LP 3Y 3.52% Paragon Capital Management LLC 3Y 7Y 3.44% Hi-Line Capital Management, LLC 3Y 3.32%
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