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Livermore
Livermore
ZHEN

Legacy Wealth Management, LLC

SEC CIK
0002047443
Latest filing
Jul 8, 2026

COP holding history

ConocoPhillips in every 13F filed by Legacy 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 (Q2 2026)
9,313
Value
$968.2K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of COP by Legacy Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,313$968.2K0.2%−875−8.6%ReducedHolders
Q1 202610,188$1.34M0.4%−1,196−10.5%ReducedHolders
Q4 202511,384$1.07M0.3%−18,469−61.9%ReducedHolders
Q3 202529,853$2.82M0.8%−2,361−7.3%ReducedHolders
Q2 202532,214$2.89M0.9%+4,208+15.0%AddedHolders
Q1 202528,006$2.94M1.0%+20,276+262.3%AddedHolders
Q4 20247,730$766.6K0.3%+1,301+20.2%AddedHolders
Q3 20246,429$676.8K0.2%00.0%UnchangedHolders
Q2 20246,429$735.3K0.3%00.0%UnchangedHolders
Q1 20246,429$818.3K0.4%00.0%UnchangedHolders
Q4 20236,429$746.2K0.4%00.0%UnchangedHolders
Q3 20236,429$770.2K0.4%−208−3.1%ReducedHolders
Q2 20236,637$687.7K0.3%−28−0.4%ReducedHolders
Q1 20236,665$661.2K0.4%+127+1.9%AddedHolders
Q4 20226,538$771.5K0.5%+400+6.5%AddedHolders
Q3 20226,138$628.2K0.4%+139+2.3%AddedHolders
Q2 20225,999$538.8K0.3%−265−4.2%ReducedHolders
Q1 20226,264$626.4K0.3%+43+0.7%AddedHolders
Q4 20216,221$449.0K0.2%+461+8.0%AddedHolders
Q3 20215,760$390.4K0.2%00.0%UnchangedHolders
Q2 20215,760$350.8K0.2%00.0%UnchangedHolders
Q1 20215,760$305.1K0.2%––Holders

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