PATTEN & PATTEN INC/TN: COP position timeline

PATTEN & PATTEN INC/TN held 170,568 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 170,568 shares

   Change vs previous 13F -202 shares

   0.94% of the 13F portfolio, value $17,732,231.

   13F-HR 0001044905-26-000004 filed by PATTEN & PATTEN INC/TN
   Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 170,770 shares

   Change vs previous 13F -5,578 shares

   1.36% of the 13F portfolio, value $22,541,672.

   13F-HR 0001044905-26-000003 filed by PATTEN & PATTEN INC/TN
   Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 176,348 shares

   Change vs previous 13F -9,623 shares

   0.97% of the 13F portfolio, value $16,507,908.

   13F-HR 0001044905-26-000001 filed by PATTEN & PATTEN INC/TN
   Filed 2026-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 185,971 shares

   Change vs previous 13F -4,482 shares

   1.03% of the 13F portfolio, value $17,590,995.

   13F-HR 0001044905-25-000006 filed by PATTEN & PATTEN INC/TN
   Filed 2025-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 190,453 shares

   Change vs previous 13F -2,519 shares

   1.11% of the 13F portfolio, value $17,091,279.

   13F-HR 0001044905-25-000004 filed by PATTEN & PATTEN INC/TN
   Filed 2025-07-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 192,972 shares

   Change vs previous 13F -2,729 shares

   1.36% of the 13F portfolio, value $20,265,903.

   13F-HR 0001044905-25-000003 filed by PATTEN & PATTEN INC/TN
   Filed 2025-05-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 195,701 shares

   Change vs previous 13F -29,302 shares

   1.28% of the 13F portfolio, value $19,407,688.

   13F-HR 0001044905-25-000001 filed by PATTEN & PATTEN INC/TN
   Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 225,003 shares

   Change vs previous 13F not available

   1.57% of the 13F portfolio, value $23,688,283.

   13F-HR 0001044905-24-000004 filed by PATTEN & PATTEN INC/TN
   Filed 2024-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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