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Livermore
Livermore
ZHEN

Avidian Wealth Solutions, LLC

SEC CIK
0001471474
Latest filing
Jul 24, 2026

COP holding history

ConocoPhillips in every 13F filed by Avidian Wealth Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

COP overviewAll 13F holders of COPFull Q2 2026 holdings

Shares (Q2 2026)
20,575
Value
$2.14M
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of COP by Avidian Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620,575$2.14M0.1%+23+0.1%AddedHolders
Q1 202620,552$2.71M0.1%+93+0.5%AddedHolders
Q4 202520,459$1.92M0.1%−373−1.8%ReducedHolders
Q3 202520,832$1.97M0.1%+459+2.3%AddedHolders
Q2 202520,373$1.83M0.1%+1,544+8.2%AddedHolders
Q1 202518,829$1.98M0.1%+1,308+7.5%AddedHolders
Q4 202417,521$1.74M0.1%+5,080+40.8%AddedHolders
Q3 202412,441$1.31M0.1%+270+2.2%AddedHolders
Q2 202412,171$1.39M0.1%+265+2.2%AddedHolders
Q1 202411,906$1.52M0.1%+2,242+23.2%AddedHolders
Q4 20239,664$1.12M0.1%−211−2.1%ReducedHolders
Q3 20239,875$1.18M0.1%−2,163−18.0%ReducedHolders
Q2 202312,038$1.25M0.1%−4,231−26.0%ReducedHolders
Q1 202316,269$1.61M0.1%+1,703+11.7%AddedHolders
Q4 202214,566$1.72M0.1%+1,748+13.6%AddedHolders
Q3 202212,818$1.31M0.1%−141−1.1%ReducedHolders
Q2 202212,959$1.16M0.1%+2,187+20.3%AddedHolders
Q1 202210,772$1.08M0.1%−143−1.3%ReducedHolders
Q4 202110,915$788.0K<0.1%+3,895+55.5%AddedHolders
Q3 20217,020$476.0K<0.1%+65+0.9%AddedHolders
Q2 20216,955$424.0K<0.1%−1,661−19.3%ReducedHolders
Q1 20218,616$456.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.