COP β€” CONOCOPHILLIPS

Ownership history in William B. Walkup & Associates, Inc.  Β·  7 quarters on record

AI Ownership Summary

William B. Walkup & Associates, Inc. reported CONOCOPHILLIPS (COP) in 7 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 1.81% in 2024 Q2. The latest visible filing shows COP at 1.17% 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 William B. Walkup & Associates, Inc.'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 1.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.81% in 2024 Q2

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

Time in book
Holding Window
2024 Q2 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 William B. Walkup & Associates, Inc. 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 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 22,753 -326 -1.4% 1.17% $2.1M 2026-02-14 (Est.) $110.57
2025 Q3 ADDED 23,079 +40 +0.2% 1.17% $2.2M 2025-10-29 $86.60
2025 Q2 UNCHANGED 23,039 β€” 0% 1.22% $2.1M 2025-08-12 $92.24
2025 Q1 UNCHANGED 23,039 β€” 0% 1.48% $2.4M 2025-05-13 $91.05
2024 Q4 REDUCED 23,039 -1,000 -4.2% 1.45% $2.3M 2025-02-14 $93.07
2024 Q3 REDUCED 24,039 -167 -0.7% 1.57% $2.5M 2024-11-15 $107.73
2024 Q2 INITIATED 24,206 β€” β€” 1.81% $2.8M 2024-08-16 $105.89

FAQ About William B. Walkup & Associates, Inc. and COP

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

How long has William B. Walkup & Associates, Inc. reported owning COP?

William B. Walkup & Associates, Inc. reported COP across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported COP position in William B. Walkup & Associates, Inc.'s portfolio?

The largest reported portfolio weight for COP was 1.81% in 2024 Q2.

What is the latest reported COP position on this page?

The most recent filing on this page is 2025 Q4, when William B. Walkup & Associates, Inc. reported 22,753 shares, equal to 1.17% of portfolio, with an estimated market value of $2.1M.

What does the chart on this COP ownership page compare?

The chart compares William B. Walkup & Associates, Inc.'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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