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Livermore
Livermore
ZHEN

Insight Wealth Partners, LLC

SEC CIK
0001627003
Latest filing
Aug 6, 2026

COP holding history

ConocoPhillips in every 13F filed by Insight Wealth Partners, 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)
3,050
Value
$317.0K
% of portfolio
<0.1%
Quarters held
19
Since Q4 2021
Holdings of COP by Insight Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,050$317.0K<0.1%+30+1.0%AddedHolders
Q1 20263,020$398.7K0.2%00.0%UnchangedHolders
Q4 20253,020$282.7K0.1%+28+0.9%AddedHolders
Q3 20252,992$283.0K0.1%+23+0.8%AddedHolders
Q2 20252,969$266.4K0.1%+18+0.6%AddedHolders
Q1 20252,951$309.9K0.2%−88−2.9%ReducedHolders
Q4 20243,039$301.4K0.2%+131+4.5%AddedHolders
Q3 20242,908$306.2K0.2%−32−1.1%ReducedHolders
Q2 20242,940$336.3K0.2%+71+2.5%AddedHolders
Q1 20242,869$365.2K0.2%+26+0.9%AddedHolders
Q4 20232,843$330.0K0.2%+32+1.1%AddedHolders
Q3 20232,811$336.8K0.3%+36+1.3%AddedHolders
Q2 20232,775$287.5K0.2%+29+1.1%AddedHolders
Q1 20232,746$272.4K0.2%+22+0.8%AddedHolders
Q4 20222,724$321.4K0.3%+4+0.1%AddedHolders
Q3 20222,720$278.0K0.3%−490−15.3%ReducedHolders
Q2 20223,210$288.0K0.2%+447+16.2%AddedHolders
Q1 20222,763$276.0K0.2%−14−0.5%ReducedHolders
Q4 20212,777$200.0K0.1%+2,777NewHolders