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Disclosery

Avantax Planning Partners, Inc.: COP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avantax Planning Partners, Inc. on COP, newest first. How the timeline and the estimate are built.

Avantax Planning Partners, Inc. held 60,648 COP shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,648 shares
    Change vs previous 13F -990 shares

    0.16% of the 13F portfolio, value $6,304,987.

    13F-HR 0001005441-26-000003 filed by Avantax Planning Partners, Inc.
    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 61,638 shares
    Change vs previous 13F +30,647 shares

    0.22% of the 13F portfolio, value $8,136,220.

    13F-HR 0001005441-26-000002 filed by Avantax Planning Partners, Inc.
    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 30,991 shares
    Change vs previous 13F -224 shares

    0.08% of the 13F portfolio, value $2,901,060.

    13F-HR 0001005441-26-000001 filed by Avantax Planning Partners, Inc.
    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 31,215 shares
    Change vs previous 13F -755 shares

    0.08% of the 13F portfolio, value $2,952,617.

    13F-HR 0001005441-25-000004 filed by Avantax Planning Partners, Inc.
    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 31,970 shares
    Change vs previous 13F -465 shares

    0.09% of the 13F portfolio, value $2,869,032.

    13F-HR 0001085146-25-004767 filed by Avantax Planning Partners, Inc.
    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 32,435 shares
    Change vs previous 13F -901 shares

    0.12% of the 13F portfolio, value $3,406,363.

    13F-HR 0001085146-25-002418 filed by Avantax Planning Partners, Inc.
    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 33,336 shares
    Change vs previous 13F -103 shares

    0.12% of the 13F portfolio, value $3,305,934.

    13F-HR 0001085146-25-000921 filed by Avantax Planning Partners, Inc.
    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 33,439 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $3,520,427.

    13F-HR 0001085146-24-005692 filed by Avantax Planning Partners, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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