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Disclosery

Smith Salley Wealth Management: COP position timeline

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

Smith Salley Wealth Management held 12,565 COP shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,565 shares
    Change vs previous 13F -18,789 shares

    0.06% of the 13F portfolio, value $1,306,251.

    13F-HR 0001062993-26-003799 filed by Smith Salley Wealth Management
    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 31,354 shares
    Change vs previous 13F +4,129 shares

    0.21% of the 13F portfolio, value $4,138,783.

    13F-HR 0001062993-26-002022 filed by Smith Salley Wealth Management
    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 27,225 shares
    Change vs previous 13F +1,971 shares

    0.13% of the 13F portfolio, value $2,548,516.

    13F-HR 0001062993-26-000437 filed by Smith Salley Wealth Management
    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 25,254 shares
    Change vs previous 13F +16,077 shares

    0.12% of the 13F portfolio, value $2,388,744.

    13F-HR 0001062993-25-016209 filed by Smith Salley Wealth Management
    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 9,177 shares
    Change vs previous 13F +2,044 shares

    0.05% of the 13F portfolio, value $823,520.

    13F-HR 0001062993-25-012934 filed by Smith Salley Wealth Management
    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 7,133 shares
    Change vs previous 13F +960 shares

    0.05% of the 13F portfolio, value $749,073.

    13F-HR 0001062993-25-007992 filed by Smith Salley Wealth Management
    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 6,173 shares
    Change vs previous 13F -428 shares

    0.04% of the 13F portfolio, value $612,210.

    13F-HR 0001062993-25-000804 filed by Smith Salley Wealth Management
    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 6,601 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $694,958.

    13F-HR 0001062993-24-017911 filed by Smith Salley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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