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Disclosery

Annex Advisory Services, LLC: COP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Annex Advisory Services, LLC on COP, newest first. How the timeline and the estimate are built.

Annex Advisory Services, LLC held 2,393 COP shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,393 shares
    Change vs previous 13F -781 shares

    <0.01% of the 13F portfolio, value $248,797.

    13F-HR 0001542287-26-000003 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 3,174 shares
    Change vs previous 13F -339 shares

    0.01% of the 13F portfolio, value $418,972.

    13F-HR 0001542287-26-000002 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,513 shares
    Change vs previous 13F -30,567 shares

    0.01% of the 13F portfolio, value $328,806.

    13F-HR 0001542287-26-000001 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 34,080 shares
    Change vs previous 13F -1,766 shares

    0.07% of the 13F portfolio, value $3,223,649.

    13F-HR 0001542287-25-000002 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 35,846 shares
    Change vs previous 13F -11,915 shares

    0.08% of the 13F portfolio, value $3,216,820.

    13F-HR 0001085146-25-003756 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 47,761 shares
    Change vs previous 13F +1,686 shares

    0.14% of the 13F portfolio, value $5,015,877.

    13F-HR 0001085146-25-002042 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 46,075 shares
    Change vs previous 13F -11,017 shares

    0.14% of the 13F portfolio, value $4,569,269.

    13F-HR 0001085146-25-000240 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 57,092 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $6,010,643.

    13F-HR 0001085146-24-004836 filed by Annex Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).