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Disclosery

Segment Wealth Management, LLC: COP position timeline

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

Segment Wealth Management, LLC held 9,552 COP shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,552 shares
    Change vs previous 13F -50 shares

    0.05% of the 13F portfolio, value $992,987.

    13F-HR 0001575581-26-000003 filed by Segment 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 9,602 shares
    Change vs previous 13F -1,027 shares

    0.07% of the 13F portfolio, value $1,267,415.

    13F-HR 0001575581-26-000002 filed by Segment 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 10,629 shares
    Change vs previous 13F -1,554 shares

    0.06% of the 13F portfolio, value $994,946.

    13F-HR 0001575581-26-000001 filed by Segment 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 12,183 shares
    Change vs previous 13F -1,661 shares

    0.07% of the 13F portfolio, value $1,152,402.

    13F-HR 0001575581-25-000003 filed by Segment 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 13,844 shares
    Change vs previous 13F -123 shares

    0.08% of the 13F portfolio, value $1,242,335.

    13F-HR 0001085146-25-003996 filed by Segment 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 13,967 shares
    Change vs previous 13F -402 shares

    0.1% of the 13F portfolio, value $1,466,839.

    13F-HR 0001085146-25-002215 filed by Segment 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 14,369 shares
    Change vs previous 13F +2,615 shares

    0.1% of the 13F portfolio, value $1,425,007.

    13F-HR 0001085146-25-000297 filed by Segment 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 11,754 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,237,457.

    13F-HR 0001085146-24-005054 filed by Segment Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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