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Evercore Wealth Management, LLC

SEC CIK
0001482689
Latest filing
Aug 14, 2026

COP holding history

ConocoPhillips in every 13F filed by Evercore Wealth Management, 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)
10,225
Value
$1.06M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of COP by Evercore Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,225$1.06M<0.1%−28−0.3%ReducedHolders
Q1 202610,253$1.35M<0.1%−1,575−13.3%ReducedHolders
Q4 202511,828$1.11M<0.1%−48−0.4%ReducedHolders
Q3 202511,876$1.12M<0.1%−250−2.1%ReducedHolders
Q2 202512,126$1.09M<0.1%−1,028−7.8%ReducedHolders
Q1 202513,154$1.38M<0.1%−466−3.4%ReducedHolders
Q4 202413,620$1.35M<0.1%+159+1.2%AddedHolders
Q3 202413,461$1.42M<0.1%−634−4.5%ReducedHolders
Q2 202414,095$1.61M<0.1%−90−0.6%ReducedHolders
Q1 202414,185$1.81M<0.1%+427+3.1%AddedHolders
Q4 202313,758$1.60M<0.1%+343+2.6%AddedHolders
Q3 202313,415$1.61M<0.1%−83−0.6%ReducedHolders
Q2 202313,498$1.40M<0.1%−719−5.1%ReducedHolders
Q1 202314,217$1.41M<0.1%+115+0.8%AddedHolders
Q4 202214,102$1.66M<0.1%+748+5.6%AddedHolders
Q3 202213,354$1.37M<0.1%+8+0.1%AddedHolders
Q2 202213,346$1.20M<0.1%−220−1.6%ReducedHolders
Q1 202213,566$1.36M<0.1%+3,965+41.3%AddedHolders
Q4 20219,601$693.0K<0.1%00.0%UnchangedHolders
Q3 20219,601$650.0K<0.1%−1,035−9.7%ReducedHolders
Q2 202110,636$648.0K<0.1%−647−5.7%ReducedHolders
Q1 202111,283$597.0K<0.1%––Holders

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