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Summit Trail Advisors, LLC: COP position timeline

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

Summit Trail Advisors, LLC held 55,214 COP shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,214 shares
    Change vs previous 13F +2,507 shares

    0.07% of the 13F portfolio, value $5,740,034.

    13F-HR 0001951757-26-001207 filed by Summit Trail Advisors, 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 52,707 shares
    Change vs previous 13F +10,789 shares

    0.1% of the 13F portfolio, value $6,957,308.

    13F-HR 0001951757-26-000837 filed by Summit Trail Advisors, 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 41,918 shares
    Change vs previous 13F -2,430 shares

    0.07% of the 13F portfolio, value $3,923,935.

    13F-HR 0001951757-26-000464 filed by Summit Trail Advisors, 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 44,348 shares
    Change vs previous 13F +6,065 shares

    0.06% of the 13F portfolio, value $4,194,903.

    13F-HR 0001951757-25-001440 filed by Summit Trail Advisors, 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 38,283 shares
    Change vs previous 13F +11,425 shares

    0.06% of the 13F portfolio, value $3,435,515.

    13F-HR 0001951757-25-001093 filed by Summit Trail Advisors, 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 26,858 shares
    Change vs previous 13F +732 shares

    0.09% of the 13F portfolio, value $2,820,631.

    13F-HR 0001951757-25-000462 filed by Summit Trail Advisors, 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 26,126 shares
    Change vs previous 13F +2,056 shares

    0.1% of the 13F portfolio, value $2,590,886.

    13F-HR 0001951757-25-000148 filed by Summit Trail Advisors, 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 24,070 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $2,534,055.

    13F-HR 0001951757-24-001200 filed by Summit Trail Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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