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Livermore
Livermore
ZHEN

IVC Wealth Advisors LLC

SEC CIK
0001842811
Latest filing
Jul 14, 2026

COP holding history

ConocoPhillips in every 13F filed by IVC Wealth Advisors 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)
4,918
Value
$511.3K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of COP by IVC Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,918$511.3K0.2%00.0%UnchangedHolders
Q1 20264,918$649.1K0.3%−5−0.1%ReducedHolders
Q4 20254,923$460.9K0.2%−76−1.5%ReducedHolders
Q3 20254,999$472.9K0.2%−554−10.0%ReducedHolders
Q2 20255,553$498.3K0.2%−58−1.0%ReducedHolders
Q1 20255,611$589.3K0.3%−119−2.1%ReducedHolders
Q4 20245,730$568.2K0.3%−1,584−21.7%ReducedHolders
Q3 20247,314$770.0K0.4%−933−11.3%ReducedHolders
Q2 20248,247$943.3K0.5%−84−1.0%ReducedHolders
Q1 20248,331$1.06M0.6%+401+5.1%AddedHolders
Q4 20237,930$920.4K0.6%+707+9.8%AddedHolders
Q3 20237,223$865.3K0.6%−20.0%ReducedHolders
Q2 20237,225$748.5K0.5%−58−0.8%ReducedHolders
Q1 20237,283$722.6K0.5%−13−0.2%ReducedHolders
Q4 20227,296$860.9K0.6%−94−1.3%ReducedHolders
Q3 20227,390$756.0K0.6%−80−1.1%ReducedHolders
Q2 20227,470$671.0K0.5%+109+1.5%AddedHolders
Q1 20227,361$736.0K0.5%−608−7.6%ReducedHolders
Q4 20217,969$575.0K0.4%00.0%UnchangedHolders
Q3 20217,969$540.0K0.4%−90−1.1%ReducedHolders
Q2 20218,059$491.0K0.3%−157−1.9%ReducedHolders
Q1 20218,216$435.0K0.3%––Holders

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