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Oakwell Private Wealth Management, LLC

SEC CIK
0001844024
Latest filing
Aug 3, 2026

COP holding history

ConocoPhillips in every 13F filed by Oakwell Private Wealth Management, 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 (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
16
Since Q1 2021
Holdings of COP by Oakwell Private Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−8,730−100.0%Sold outHolders
Q4 20248,730$865.7K0.2%+508+6.2%AddedHolders
Q3 20248,222$865.6K0.2%+1,730+26.6%AddedHolders
Q2 20246,492$742.5K0.2%+1,031+18.9%AddedHolders
Q1 20245,461$695.1K0.2%+375+7.4%AddedHolders
Q4 20235,086$590.3K0.2%+539+11.9%AddedHolders
Q3 20234,547$544.8K0.2%+29+0.6%AddedHolders
Q2 20234,518$468.1K0.2%+99+2.2%AddedHolders
Q1 20234,419$438.4K0.2%+89+2.1%AddedHolders
Q4 20224,330$511.0K0.2%+25+0.6%AddedHolders
Q3 20224,305$441.0K0.2%+6+0.1%AddedHolders
Q2 20224,299$386.0K0.2%−3,734−46.5%ReducedHolders
Q1 20228,033$803.0K0.4%+256+3.3%AddedHolders
Q4 20217,777$561.0K0.3%−112−1.4%ReducedHolders
Q3 20217,889$535.0K0.3%−1,968−20.0%ReducedHolders
Q2 20219,857$600.0K0.4%+253+2.6%AddedHolders
Q1 20219,604$509.0K0.4%––Holders

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