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Livermore
Livermore
ZHEN

Personal Cfo Solutions, LLC

SEC CIK
0001677501
Latest filing
Aug 7, 2026

COP holding history

ConocoPhillips in every 13F filed by Personal Cfo Solutions, 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)
10,774
Value
$1.12M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of COP by Personal Cfo Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202610,774$1.12M0.2%+369+3.5%AddedHolders
Q1 202610,405$1.37M0.2%−821−7.3%ReducedHolders
Q4 202511,226$1.05M0.2%−324−2.8%ReducedHolders
Q3 202511,550$1.09M0.2%+242+2.1%AddedHolders
Q2 202511,308$1.01M0.2%+1,031+10.0%AddedHolders
Q1 202510,277$1.08M0.2%+1,535+17.6%AddedHolders
Q4 20248,742$866.9K0.2%+1,362+18.5%AddedHolders
Q3 20247,380$777.0K0.1%+50+0.7%AddedHolders
Q2 20247,330$838.4K0.1%−171−2.3%ReducedHolders
Q1 20247,501$954.8K0.1%+158+2.2%AddedHolders
Q4 20237,343$852.4K0.1%−92−1.2%ReducedHolders
Q3 20237,435$890.8K0.2%+270+3.8%AddedHolders
Q2 20237,165$742.4K0.2%−15−0.2%ReducedHolders
Q1 20237,180$712.3K0.1%+98+1.4%AddedHolders
Q4 20227,082$835.7K0.2%−244−3.3%ReducedHolders
Q3 20227,326$750.0K0.2%+6+0.1%AddedHolders
Q2 20227,320$657.0K0.2%+273+3.9%AddedHolders
Q1 20227,047$705.0K0.1%+229+3.4%AddedHolders
Q4 20216,818$492.0K0.1%+225+3.4%AddedHolders
Q3 20216,593$447.0K0.1%+397+6.4%AddedHolders
Q2 20216,196$377.0K0.1%+666+12.0%AddedHolders
Q1 20215,530$293.0K0.1%––Holders

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