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Disclosery

Heritage Wealth Advisors: COP position timeline

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

Heritage Wealth Advisors held 382,667 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 382,667 shares
    Change vs previous 13F -11,509 shares

    1.37% of the 13F portfolio, value $39,782,108.

    13F-HR 0001591122-26-000008 filed by Heritage 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 394,176 shares
    Change vs previous 13F -96,430 shares

    2.03% of the 13F portfolio, value $52,031,288.

    13F-HR 0001591122-26-000003 filed by Heritage 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 490,606 shares
    Change vs previous 13F +12,242 shares

    1.75% of the 13F portfolio, value $45,925,616.

    13F-HR 0001591122-26-000002 filed by Heritage 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 478,364 shares
    Change vs previous 13F +22,401 shares

    1.98% of the 13F portfolio, value $45,248,473.

    13F-HR 0001591122-25-000010 filed by Heritage 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 455,963 shares
    Change vs previous 13F +11,140 shares

    1.94% of the 13F portfolio, value $40,918,135.

    13F-HR 0001591122-25-000007 filed by Heritage 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 444,823 shares
    Change vs previous 13F +24,864 shares

    2.37% of the 13F portfolio, value $46,715,359.

    13F-HR 0001591122-25-000004 filed by Heritage 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 419,959 shares
    Change vs previous 13F +21,380 shares

    2.07% of the 13F portfolio, value $41,647,349.

    13F-HR 0001591122-25-000002 filed by Heritage 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 398,579 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $41,962,375.

    13F-HR 0001591122-24-000007 filed by Heritage Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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