U.S. Capital Wealth Advisors, LLC: COP position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of U.S. Capital Wealth Advisors, LLC on COP, newest first. How the timeline and the estimate are built.
U.S. Capital Wealth Advisors, LLC held 149,180 COP shares at 2026-03-31 per its 13F-HR filed 2026-04-07.
the latest 13F is the newest step
- period ended2026-03-3113F 149,180 sharesChange vs previous 13F -49,980 shares
0.5% of the 13F portfolio, value $19,691,754.
13F-HR 0001808915-26-000002 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 199,160 sharesChange vs previous 13F -5,659 shares
0.49% of the 13F portfolio, value $18,643,398.
13F-HR 0001808915-26-000001 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 204,819 sharesChange vs previous 13F +2,019 shares
0.52% of the 13F portfolio, value $19,373,857.
13F-HR 0001808915-25-000007 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 202,800 sharesChange vs previous 13F +10,904 shares
0.53% of the 13F portfolio, value $18,199,250.
13F-HR 0001808915-25-000006 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 191,896 sharesChange vs previous 13F +45,503 shares
0.62% of the 13F portfolio, value $20,152,932.
13F-HR 0001808915-25-000005 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 146,393 sharesChange vs previous 13F -3,933 shares
0.45% of the 13F portfolio, value $14,517,778.
13F-HR 0001808915-25-000001 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 150,326 sharesChange vs previous 13F +11,089 shares
0.56% of the 13F portfolio, value $15,826,271.
13F-HR 0001808915-24-000007 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 139,237 sharesChange vs previous 13F not available
0.6% of the 13F portfolio, value $15,925,931.
13F-HR 0001808915-24-000004 filed by U.S. Capital Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).