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Livermore
Livermore
ZHEN

Principle Wealth Partners LLC

SEC CIK
0001743413
Latest filing
Aug 7, 2026

COP holding history

ConocoPhillips in every 13F filed by Principle 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)
36,171
Value
$3.76M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of COP by Principle Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202636,171$3.76M0.2%−110−0.3%ReducedHolders
Q1 202636,281$4.79M0.3%−1,032−2.8%ReducedHolders
Q4 202537,313$3.49M0.2%+218+0.6%AddedHolders
Q3 202537,095$3.51M0.2%−153−0.4%ReducedHolders
Q2 202537,248$3.34M0.2%−70.0%ReducedHolders
Q1 202537,255$3.91M0.3%00.0%UnchangedHolders
Q4 202437,255$3.69M0.3%+100+0.3%AddedHolders
Q3 202437,155$3.91M0.3%+100+0.3%AddedHolders
Q2 202437,055$4.24M0.3%00.0%UnchangedHolders
Q1 202437,055$4.72M0.4%−13,574−26.8%ReducedHolders
Q4 202350,629$5.88M0.5%+111+0.2%AddedHolders
Q3 202350,518$6.05M0.6%+300+0.6%AddedHolders
Q2 202350,218$5.20M0.5%00.0%UnchangedHolders
Q1 202350,218$4.98M0.5%00.0%UnchangedHolders
Q4 202250,218$5.93M0.7%+344+0.7%AddedHolders
Q3 202249,874$5.10M0.7%−1,293−2.5%ReducedHolders
Q2 202251,167$4.59M0.6%+956+1.9%AddedHolders
Q1 202250,211$5.02M0.5%+150+0.3%AddedHolders
Q4 202150,061$3.61M0.4%+361+0.7%AddedHolders
Q3 202149,700$3.37M0.4%00.0%UnchangedHolders
Q2 202149,700$3.03M0.3%−904−1.8%ReducedHolders
Q1 202150,604$2.68M0.3%––Holders

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