Skip to content
Disclosery

ProVise Management Group, LLC: COP position timeline

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

ProVise Management Group, LLC held 132,630 COP shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 132,630 shares
    Change vs previous 13F +1,119 shares

    0.92% of the 13F portfolio, value $13,788,181.

    13F-HR 0001305707-26-000004 filed by ProVise Management Group, 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 131,511 shares
    Change vs previous 13F +3,305 shares

    1.25% of the 13F portfolio, value $17,359,495.

    13F-HR 0001305707-26-000002 filed by ProVise Management Group, 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 128,206 shares
    Change vs previous 13F +3,986 shares

    0.85% of the 13F portfolio, value $12,001,369.

    13F-HR 0001305707-26-000001 filed by ProVise Management Group, 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 124,220 shares
    Change vs previous 13F +15,361 shares

    0.87% of the 13F portfolio, value $11,750,011.

    13F-HR 0001305707-25-000003 filed by ProVise Management Group, 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 108,859 shares
    Change vs previous 13F +16,709 shares

    0.77% of the 13F portfolio, value $9,768,965.

    13F-HR 0001085146-25-004747 filed by ProVise Management Group, 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 92,150 shares
    Change vs previous 13F +12,815 shares

    0.82% of the 13F portfolio, value $9,677,642.

    13F-HR 0001085146-25-002835 filed by ProVise Management Group, 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 79,335 shares
    Change vs previous 13F +2,004 shares

    0.67% of the 13F portfolio, value $7,867,693.

    13F-HR 0001085146-25-000966 filed by ProVise Management Group, 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 77,331 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $8,141,404.

    13F-HR 0001085146-24-005520 filed by ProVise Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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