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Morningstar Investment Management LLC: COP position timeline

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

Morningstar Investment Management LLC held 24,329 COP shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,329 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $3,211,428.

    13F-HR 0001104659-26-085281 filed by Morningstar Investment Management 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 24,329 shares
    Change vs previous 13F +1,992 shares

    0.2% of the 13F portfolio, value $3,211,428.

    13F-HR 0001104659-26-061223 filed by Morningstar Investment Management 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 22,337 shares
    Change vs previous 13F -68,923 shares

    0.12% of the 13F portfolio, value $2,091,000.

    13F-HR 0001104659-26-011874 filed by Morningstar Investment Management 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 91,260 shares
    Change vs previous 13F +65,272 shares

    0.32% of the 13F portfolio, value $8,632,000.

    13F-HR 0001104659-25-112875 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 25,988 shares
    Change vs previous 13F -11,438 shares

    0.5% of the 13F portfolio, value $2,729,000.

    13F-HR 0001104659-25-044412 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 37,426 shares
    Change vs previous 13F -322,138 shares

    0.34% of the 13F portfolio, value $3,712,000.

    13F-HR 0001104659-25-011953 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 359,564 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $37,654,000.

    13F-HR 0001104659-24-115120 filed by Morningstar Investment Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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