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Disclosery

HCR Wealth Advisors: COP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HCR Wealth Advisors on COP, newest first. How the timeline and the estimate are built.

HCR Wealth Advisors held 44,104 COP shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,104 shares
    Change vs previous 13F +2,608 shares

    0.41% of the 13F portfolio, value $4,585,109.

    13F-HR 0001697715-26-000004 filed by HCR Wealth Advisors
    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 41,496 shares
    Change vs previous 13F +1,365 shares

    0.57% of the 13F portfolio, value $5,477,596.

    13F-HR 0001697715-26-000003 filed by HCR Wealth Advisors
    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 40,131 shares
    Change vs previous 13F +2,200 shares

    0.37% of the 13F portfolio, value $3,756,698.

    13F-HR 0001697715-26-000001 filed by HCR Wealth Advisors
    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 37,931 shares
    Change vs previous 13F +1,425 shares

    0.37% of the 13F portfolio, value $3,542,046.

    13F-HR 0001697715-25-000007 filed by HCR Wealth Advisors
    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 36,506 shares
    Change vs previous 13F +944 shares

    0.39% of the 13F portfolio, value $3,276,103.

    13F-HR 0001697715-25-000005 filed by HCR Wealth Advisors
    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 35,562 shares
    Change vs previous 13F -206 shares

    0.49% of the 13F portfolio, value $3,734,722.

    13F-HR 0001697715-25-000003 filed by HCR Wealth Advisors
    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 35,768 shares
    Change vs previous 13F -114 shares

    0.44% of the 13F portfolio, value $3,547,126.

    13F-HR 0001697715-25-000001 filed by HCR Wealth Advisors
    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 35,882 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $3,777,668.

    13F-HR 0001697715-24-000006 filed by HCR Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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