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Livermore
Livermore
ZHEN

Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

COP holding history

ConocoPhillips in every 13F filed by Heritage Wealth Advisors, 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)
382,667
Value
$39.8M
% of portfolio
1.4%
Quarters held
22
Since Q1 2021
Holdings of COP by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026382,667$39.8M1.4%−11,509−2.9%ReducedHolders
Q1 2026394,176$52.0M2.0%−96,430−19.7%ReducedHolders
Q4 2025490,606$45.9M1.8%+12,242+2.6%AddedHolders
Q3 2025478,364$45.2M2.0%+22,401+4.9%AddedHolders
Q2 2025455,963$40.9M1.9%+11,140+2.5%AddedHolders
Q1 2025444,823$46.7M2.4%+24,864+5.9%AddedHolders
Q4 2024419,959$41.6M2.1%+21,380+5.4%AddedHolders
Q3 2024398,579$42.0M2.0%+24,159+6.5%AddedHolders
Q2 2024374,420$42.8M1.9%+18,055+5.1%AddedHolders
Q1 2024356,365$45.4M2.1%+27,892+8.5%AddedHolders
Q4 2023328,473$38.1M1.9%+3,238+1.0%AddedHolders
Q3 2023325,235$39.0M2.1%+46,818+16.8%AddedHolders
Q2 2023278,417$28.8M1.5%+17,090+6.5%AddedHolders
Q1 2023261,327$25.9M1.4%+16,559+6.8%AddedHolders
Q4 2022244,768$28.9M1.7%+4,812+2.0%AddedHolders
Q3 2022239,956$24.6M1.8%+15,553+6.9%AddedHolders
Q2 2022224,403$20.2M1.4%+41,287+22.5%AddedHolders
Q1 2022183,116$18.3M1.0%−16,815−8.4%ReducedHolders
Q4 2021199,931$14.4M0.8%+12,542+6.7%AddedHolders
Q3 2021187,389$12.7M0.8%+21,019+12.6%AddedHolders
Q2 2021166,370$10.1M0.6%+166,010+46,113.9%AddedHolders
Q1 2021360$19.1K<0.1%––Holders

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