SEC 13F Intelligence

Philip James Wealth Mangement, LLC / COP

Philip James Wealth Mangement, LLC’s Conocophillips Position

Does Philip James Wealth Mangement, LLC own Conocophillips (COP)? Yes — 70.3K shares worth $9M (+1.07% of its 13F portfolio) as of Q1 2026, down from 71.2K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
70.3K
% of Portfolio
+1.07%
Quarters Held
7
currently held

Position History COP

Reported value by quarter
Q3 ’24: $8MQ3 ’24Q4 ’24: $8MQ4 ’24Q1 ’25: $8MQ1 ’25Q2 ’25: $7MQ2 ’25Q3 ’25: $7MQ3 ’25Q4 ’25: $7MQ4 ’25Q1 ’26: $9MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202670.3K$9M+1.07%
Q4 202571.2K$7M+0.77%
Q3 202573.7K$7M+0.81%
Q2 202574.7K$7M+0.86%
Q1 202575.5K$8M+0.97%
Q4 202475.8K$8M+0.97%
Q3 202477.3K$8M+1.00%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Philip James Wealth Mangement, LLC’s full portfolio or all institutional holders of COP.