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Philip James Wealth Mangement, LLC: COP position timeline

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

Philip James Wealth Mangement, LLC held 63,925 COP shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 63,925 shares
    Change vs previous 13F -6,377 shares

    0.75% of the 13F portfolio, value $6,645,643.

    13F-HR 0002002630-26-000004 filed by Philip James Wealth Mangement, 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 70,302 shares
    Change vs previous 13F -928 shares

    1.07% of the 13F portfolio, value $9,279,864.

    13F-HR 0002002630-26-000002 filed by Philip James Wealth Mangement, 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 71,230 shares
    Change vs previous 13F -2,425 shares

    0.77% of the 13F portfolio, value $6,667,840.

    13F-HR 0002002630-26-000001 filed by Philip James Wealth Mangement, 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 73,655 shares
    Change vs previous 13F -1,065 shares

    0.81% of the 13F portfolio, value $6,967,026.

    13F-HR 0002002630-25-000006 filed by Philip James Wealth Mangement, 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 74,720 shares
    Change vs previous 13F -821 shares

    0.86% of the 13F portfolio, value $6,705,373.

    13F-HR 0002002630-25-000003 filed by Philip James Wealth Mangement, 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 75,541 shares
    Change vs previous 13F -300 shares

    0.97% of the 13F portfolio, value $7,933,316.

    13F-HR 0002002630-25-000002 filed by Philip James Wealth Mangement, 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 75,841 shares
    Change vs previous 13F -1,440 shares

    0.97% of the 13F portfolio, value $7,521,152.

    13F-HR 0002002630-25-000001 filed by Philip James Wealth Mangement, 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 77,281 shares
    Change vs previous 13F not available

    1% of the 13F portfolio, value $8,136,144.

    13F-HR 0002002630-24-000005 filed by Philip James Wealth Mangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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