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Waverly Advisors, LLC: COP position timeline

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

Waverly Advisors, LLC held 68,452 COP shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,452 shares
    Change vs previous 13F +3,762 shares

    0.04% of the 13F portfolio, value $7,116,232.

    13F-HR 0001398344-26-014582 filed by Waverly 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 64,690 shares
    Change vs previous 13F +9,368 shares

    0.06% of the 13F portfolio, value $8,539,105.

    13F-HR 0001398344-26-009223 filed by Waverly 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 55,322 shares
    Change vs previous 13F +11,806 shares

    0.04% of the 13F portfolio, value $5,178,684.

    13F-HR 0001398344-26-003224 filed by Waverly 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 43,516 shares
    Change vs previous 13F +3,483 shares

    0.04% of the 13F portfolio, value $4,116,220.

    13F-HR 0001398344-25-020944 filed by Waverly 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 40,033 shares
    Change vs previous 13F -2,415 shares

    0.04% of the 13F portfolio, value $3,592,523.

    13F-HR 0001398344-25-015429 filed by Waverly 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 42,448 shares
    Change vs previous 13F +4,028 shares

    0.05% of the 13F portfolio, value $4,457,844.

    13F-HR 0001398344-25-009517 filed by Waverly 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 38,420 shares
    Change vs previous 13F +28,660 shares

    0.06% of the 13F portfolio, value $3,810,083.

    13F-HR 0001398344-25-002762 filed by Waverly 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 9,760 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,027,519.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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