Heritage Wealth Advisors / COP
Heritage Wealth Advisors’s Conocophillips Position
Does Heritage Wealth Advisors own Conocophillips (COP)? Yes — 394.2K shares worth $52M (+2.03% of its 13F portfolio) as of Q1 2026, down from 490.6K shares the prior filed quarter.
Position Value
$52M
Q1 2026
Shares
394.2K
% of Portfolio
+2.03%
Quarters Held
24
currently held
Position History COP
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 394.2K | $52M | +2.03% |
| Q4 2025 | 490.6K | $46M | +1.75% |
| Q3 2025 | 478.4K | $45M | +1.98% |
| Q2 2025 | 456.0K | $41M | +1.94% |
| Q1 2025 | 444.8K | $47M | +2.37% |
| Q4 2024 | 420.0K | $42M | +2.07% |
| Q3 2024 | 398.6K | $42M | +1.97% |
| Q2 2024 | 374.4K | $43M | +1.93% |
| Q1 2024 | 356.4K | $45M | +2.08% |
| Q4 2023 | 328.6K | $38M | +1.90% |
| Q3 2023 | 325.2K | $39M | +2.12% |
| Q2 2023 | 278.4K | $29M | +1.53% |
| Q1 2023 | 261.3K | $26M | +1.44% |
| Q4 2022 | 244.8K | $29M | +1.67% |
| Q3 2022 | 240.0K | $25M | +1.78% |
| Q2 2022 | 224.4K | $20M | +1.40% |
| Q1 2022 | 183.1K | $18M | +1.01% |
| Q4 2021 | 199.9K | $14.4B | +0.79% |
| Q3 2021 | 187.4K | $12.7B | +0.78% |
| Q2 2021 | 166.4K | $10.1B | +0.62% |
| Q1 2021 | 360 | $19M | 0.00% |
| Q4 2020 | 110 | $4,000 | 0.00% |
| Q3 2020 | 287 | $9M | 0.00% |
| Q4 2019 | 22 | $1M | 0.00% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Heritage Wealth Advisors’s full portfolio or all institutional holders of COP.