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Beta Wealth Group, Inc.

SEC CIK
0001594417
Latest filing
Jul 24, 2026

COP holding history

ConocoPhillips in every 13F filed by Beta Wealth Group, Inc., 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 (Q3 2022)
0
Sold out in Q3 2022
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q1 2022
Holdings of COP by Beta Wealth Group, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20220$00.0%−2,900−100.0%Sold outHolders
Q2 20222,900$260.0K0.2%−800−21.6%ReducedHolders
Q1 20223,700$370.0K0.2%+3,700NewHolders