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Disclosery

Lodestone Wealth Management LLC: COP position timeline

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

Lodestone Wealth Management LLC held 14,546 COP shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,546 shares
    Change vs previous 13F +570 shares

    0.53% of the 13F portfolio, value $1,512,227.

    13F-HR 0001950158-26-000004 filed by Lodestone Wealth Management 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/A 13,976 shares
    Change vs previous 13F +295 shares

    0.73% of the 13F portfolio, value $1,844,857.

    13F-HR/A 0001950158-26-000003 filed by Lodestone Wealth Management 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 13,681 shares
    Change vs previous 13F +267 shares

    0.52% of the 13F portfolio, value $1,280,692.

    13F-HR 0001950158-26-000001 filed by Lodestone Wealth Management 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 13,414 shares
    Change vs previous 13F -87 shares

    0.57% of the 13F portfolio, value $1,268,784.

    13F-HR 0001950158-25-000007 filed by Lodestone Wealth Management 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 13,501 shares
    Change vs previous 13F -241 shares

    0.59% of the 13F portfolio, value $1,211,604.

    13F-HR 0001754960-25-000570 filed by Lodestone Wealth Management 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 13,742 shares
    Change vs previous 13F -815 shares

    0.77% of the 13F portfolio, value $1,443,157.

    13F-HR 0001950158-25-000005 filed by Lodestone Wealth Management 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 14,557 shares
    Change vs previous 13F -2,165 shares

    0.72% of the 13F portfolio, value $1,443,615.

    13F-HR 0001950158-25-000001 filed by Lodestone Wealth Management 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 16,722 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $1,760,476.

    13F-HR 0001950158-24-000005 filed by Lodestone Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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