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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

COP holding history

ConocoPhillips in every 13F filed by Creative Planning, 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)
411,196
Value
$42.7M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of COP by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026411,196$42.7M<0.1%+8,498+2.1%AddedHolders
Q1 2026402,698$53.2M<0.1%+59,277+17.3%AddedHolders
Q4 2025343,421$32.1M<0.1%+24,937+7.8%AddedHolders
Q3 2025318,484$30.1M<0.1%+14,925+4.9%AddedHolders
Q2 2025303,559$27.2M<0.1%−11,190−3.6%ReducedHolders
Q1 2025314,749$33.1M<0.1%+43,866+16.2%AddedHolders
Q4 2024270,883$26.9M<0.1%+22,444+9.0%AddedHolders
Q3 2024248,439$26.2M<0.1%+4,214+1.7%AddedHolders
Q2 2024244,225$27.9M<0.1%+16,612+7.3%AddedHolders
Q1 2024227,613$29.0M<0.1%+16,069+7.6%AddedHolders
Q4 2023211,544$24.6M<0.1%+13,876+7.0%AddedHolders
Q3 2023197,668$23.7M<0.1%+11,392+6.1%AddedHolders
Q2 2023186,276$19.3M<0.1%+23,657+14.5%AddedHolders
Q1 2023162,619$16.1M<0.1%−7,912−4.6%ReducedHolders
Q4 2022170,531$20.1M<0.1%+12,408+7.8%AddedHolders
Q3 2022158,123$16.2M<0.1%+3,229+2.1%AddedHolders
Q2 2022154,894$13.9M<0.1%+22,074+16.6%AddedHolders
Q1 2022132,820$13.3M<0.1%+3,836+3.0%AddedHolders
Q4 2021128,984$9.31M<0.1%+697+0.5%AddedHolders
Q3 2021128,287$8.69M<0.1%+6,013+4.9%AddedHolders
Q2 2021122,274$7.45M<0.1%−20,785−14.5%ReducedHolders
Q1 2021143,059$7.58M<0.1%––Holders

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