Question 1

How many shares of COP does Integrated Wealth Concepts LLC own?

Accepted Answer

As of 2026-Q2, Integrated Wealth Concepts LLC holds 59,940 shares of COP (CONOCOPHILLIPS).

Question 2

What is Integrated Wealth Concepts LLC's COP position worth?

Accepted Answer

As of 2026-Q2, Integrated Wealth Concepts LLC's COP position is worth $6.2M.

Question 3

Is Integrated Wealth Concepts LLC buying or selling COP?

Accepted Answer

In 2026-Q2, Integrated Wealth Concepts LLC increased their COP position (+29.3% change in shares).

Question 4

When did Integrated Wealth Concepts LLC first buy COP?

Accepted Answer

Based on available 13F filings, Integrated Wealth Concepts LLC first reported a position in COP in 2024-Q3. They have held the position across 26 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	59,940	+29.3%	$6.2M	0.0%	$103.96	34
2026-Q1	Increased	46,370	+37.4%	$6.1M	0.0%	$118.52	36
2025-Q4	Decreased	33,753	-6.8%	$3.2M	0.0%	$94.10	0
2025-Q3	Decreased	36,197	-3.5%	$3.4M	0.0%	$94.97	0
2025-Q2	Increased	37,503	+23.7%	$3.4M	0.0%	$88.61	32
2025-Q1	Increased	30,309	+4.7%	$3.2M	0.0%	$99.75	28
2024-Q4	Decreased	28,938	-3.2%	$2.9M	0.0%	$93.84	0
2024-Q3	Increased	29,896	+9.9%	$3.1M	0.0%	$100.52	29