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Disclosery

Summit Financial, LLC: COP position timeline

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

Summit Financial, LLC held 32,577 COP shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,577 shares
    Change vs previous 13F +3,611 shares

    0.04% of the 13F portfolio, value $3,386,740.

    13F-HR 0001172661-26-003336 filed by Summit Financial, 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 28,966 shares
    Change vs previous 13F +319 shares

    0.05% of the 13F portfolio, value $3,823,568.

    13F-HR 0001172661-26-002343 filed by Summit Financial, 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 28,647 shares
    Change vs previous 13F +535 shares

    0.04% of the 13F portfolio, value $2,681,671.

    13F-HR 0001172661-26-000703 filed by Summit Financial, 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 28,112 shares
    Change vs previous 13F +809 shares

    0.04% of the 13F portfolio, value $2,659,090.

    13F-HR 0001172661-25-004930 filed by Summit Financial, 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 27,303 shares
    Change vs previous 13F -3,405 shares

    0.06% of the 13F portfolio, value $2,450,169.

    13F-HR 0001765536-25-000007 filed by Summit Financial, 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 30,708 shares
    Change vs previous 13F +2,701 shares

    0.09% of the 13F portfolio, value $3,225,000.

    13F-HR 0001765536-25-000004 filed by Summit Financial, 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 28,007 shares
    Change vs previous 13F +4,277 shares

    0.1% of the 13F portfolio, value $2,777,491.

    13F-HR 0001765536-25-000001 filed by Summit Financial, 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 23,730 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,498,278.

    13F-HR 0001765536-24-000003 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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