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Wealthspan Partners, LLC

SEC CIK
0001909805
Latest filing
Aug 6, 2026

COP holding history

ConocoPhillips in every 13F filed by Wealthspan 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)
8,180
Value
$850.4K
% of portfolio
0.3%
Quarters held
19
Since Q4 2021
Holdings of COP by Wealthspan Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20268,180$850.4K0.3%00.0%UnchangedHolders
Q1 20268,180$1.08M0.4%−784−8.7%ReducedHolders
Q4 20258,964$839.1K0.3%−40−0.4%ReducedHolders
Q3 20259,004$851.7K0.3%−348−3.7%ReducedHolders
Q2 20259,352$839.2K0.3%−339−3.5%ReducedHolders
Q1 20259,691$1.02M0.5%−791−7.5%ReducedHolders
Q4 202410,482$1.04M0.5%−259−2.4%ReducedHolders
Q3 202410,741$1.13M0.6%+10.0%AddedHolders
Q2 202410,740$1.23M0.7%−3,177−22.8%ReducedHolders
Q1 202413,917$1.77M1.0%−489−3.4%ReducedHolders
Q4 202314,406$1.67M1.2%−102−0.7%ReducedHolders
Q3 202314,508$1.74M1.4%−1,104−7.1%ReducedHolders
Q2 202315,612$1.62M1.3%−58−0.4%ReducedHolders
Q1 202315,670$1.55M1.3%+9,425+150.9%AddedHolders
Q4 20226,245$736.9K0.7%+98+1.6%AddedHolders
Q3 20226,147$629.0K0.7%+181+3.0%AddedHolders
Q2 20225,966$536.0K0.6%+743+14.2%AddedHolders
Q1 20225,223$522.0K0.5%+312+6.4%AddedHolders
Q4 20214,911$354.0K0.3%–No prior filingHolders