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Disclosery

Capital Asset Advisory Services LLC: COP position timeline

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

Capital Asset Advisory Services LLC held 22,058 COP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,058 shares
    Change vs previous 13F +1,838 shares

    0.08% of the 13F portfolio, value $2,293,181.

    13F-HR 0001941040-26-000611 filed by Capital Asset 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 20,220 shares
    Change vs previous 13F -9,789 shares

    0.09% of the 13F portfolio, value $2,354,668.

    13F-HR 0001941040-26-000267 filed by Capital Asset 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 30,009 shares
    Change vs previous 13F +2,411 shares

    0.12% of the 13F portfolio, value $2,914,130.

    13F-HR 0001941040-26-000010 filed by Capital Asset 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 27,598 shares
    Change vs previous 13F +2,379 shares

    0.11% of the 13F portfolio, value $2,610,504.

    13F-HR 0001941040-25-000533 filed by Capital Asset 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 25,219 shares
    Change vs previous 13F -104 shares

    0.11% of the 13F portfolio, value $2,319,896.

    13F-HR 0001941040-25-000332 filed by Capital Asset 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 25,323 shares
    Change vs previous 13F +833 shares

    0.14% of the 13F portfolio, value $2,686,814.

    13F-HR 0001941040-25-000196 filed by Capital Asset 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 24,490 shares
    Change vs previous 13F +1,793 shares

    0.12% of the 13F portfolio, value $2,475,656.

    13F-HR 0001398344-25-000896 filed by Capital Asset 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 22,697 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $2,514,826.

    13F-HR 0001398344-24-018961 filed by Capital Asset Advisory Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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