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LYELL WEALTH MANAGEMENT, LP: COP position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LYELL WEALTH MANAGEMENT, LP on COP, newest first. How the timeline and the estimate are built.

LYELL WEALTH MANAGEMENT, LP held 14,275 COP shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,275 shares
    Change vs previous 13F -2,411 shares

    0.09% of the 13F portfolio, value $1,484,031.

    13F-HR 0001104659-26-090824 filed by LYELL WEALTH MANAGEMENT, LP
    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 16,686 shares
    Change vs previous 13F -2,258 shares

    0.16% of the 13F portfolio, value $2,202,567.

    13F-HR 0001104659-26-056835 filed by LYELL WEALTH MANAGEMENT, LP
    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 18,944 shares
    Change vs previous 13F -3,683 shares

    0.13% of the 13F portfolio, value $1,773,369.

    13F-HR 0001104659-26-013572 filed by LYELL WEALTH MANAGEMENT, LP
    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 22,627 shares
    Change vs previous 13F -1,080 shares

    0.16% of the 13F portfolio, value $2,140,295.

    13F-HR 0001104659-25-107812 filed by LYELL WEALTH MANAGEMENT, LP
    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 23,707 shares
    Change vs previous 13F -7,780 shares

    0.17% of the 13F portfolio, value $2,127,475.

    13F-HR 0001104659-25-071730 filed by LYELL WEALTH MANAGEMENT, LP
    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 31,487 shares
    Change vs previous 13F -696 shares

    0.31% of the 13F portfolio, value $3,306,765.

    13F-HR 0001104659-25-046030 filed by LYELL WEALTH MANAGEMENT, LP
    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 32,183 shares
    Change vs previous 13F -14,582 shares

    0.29% of the 13F portfolio, value $3,191,588.

    13F-HR 0001104659-25-008208 filed by LYELL WEALTH MANAGEMENT, LP
    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 46,765 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $4,923,419.

    13F-HR 0001104659-24-110780 filed by LYELL WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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