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Disclosery

Wambolt & Associates, LLC: COP position timeline

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

Wambolt & Associates, LLC held 21,758 COP shares at 2025-06-30 per its 13F-HR filed 2025-08-13.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 21,758 shares
    Change vs previous 13F -1,234 shares

    0.67% of the 13F portfolio, value $2,001,527.

    13F-HR 0001755723-25-000003 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 22,992 shares
    Change vs previous 13F -102 shares

    0.82% of the 13F portfolio, value $2,423,157.

    13F-HR 0001755723-25-000002 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 23,094 shares
    Change vs previous 13F -4,365 shares

    0.73% of the 13F portfolio, value $2,290,244.

    13F-HR 0001755723-25-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 27,459 shares
    Change vs previous 13F +902 shares

    0.82% of the 13F portfolio, value $3,003,238.

    13F-HR 0001755723-24-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 26,557 shares
    Change vs previous 13F +890 shares

    0.88% of the 13F portfolio, value $3,037,015.

    13F-HR 0001085146-24-003550 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 25,667 shares
    Change vs previous 13F -263 shares

    0.99% of the 13F portfolio, value $3,302,879.

    13F-HR 0001085146-24-002145 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 25,930 shares
    Change vs previous 13F -480 shares

    0.98% of the 13F portfolio, value $3,009,741.

    13F-HR 0001085146-24-000826 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 26,410 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $3,092,638.

    13F-HR 0001085146-23-004132 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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