Question 1

How many shares of COP does EP Wealth Advisors, LLC own?

Accepted Answer

As of 2026-Q2, EP Wealth Advisors, LLC holds 54,603 shares of COP (CONOCOPHILLIPS).

Question 2

What is EP Wealth Advisors, LLC's COP position worth?

Accepted Answer

As of 2026-Q2, EP Wealth Advisors, LLC's COP position is worth $5.7M.

Question 3

Is EP Wealth Advisors, LLC buying or selling COP?

Accepted Answer

In 2026-Q2, EP Wealth Advisors, LLC increased their COP position (+8.4% change in shares).

Question 4

When did EP Wealth Advisors, LLC first buy COP?

Accepted Answer

Based on available 13F filings, EP Wealth Advisors, LLC first reported a position in COP in 2024-Q3. They have held the position across 28 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	54,603	+8.4%	$5.7M	0.0%	$103.27	29
2026-Q1	Decreased	50,383	-9.8%	$6.7M	0.0%	$130.16	0
2025-Q4	Increased	55,845	+8.4%	$5.2M	0.0%	$91.59	29
2025-Q2	Increased	51,500	+0.5%	$4.6M	0.0%	$86.29	27
2025-Q1	Increased	51,268	+12.2%	$5.4M	0.0%	$100.13	30
2024-Q4	Increased	45,697	+18.1%	$4.5M	0.0%	$93.79	31
2024-Q3	Increased	38,690	+22.6%	$4.1M	0.0%	$98.87	32