Meriwether Wealth & Planning, LLC COP — CONOCOPHILLIPS

Ownership history in Meriwether Wealth & Planning, LLC  ·  6 quarters on record

AI Ownership Summary

Meriwether Wealth & Planning, LLC reported CONOCOPHILLIPS (COP) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.81% in 2026 Q1. The latest visible filing shows COP at 0.81% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this COP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Meriwether Wealth & Planning, LLC's position in CONOCOPHILLIPS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

COP was reported at 0.81% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.81% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

COP stock page Meriwether Wealth & Planning, LLC fund profile Meriwether Wealth & Planning, LLC full holdings
How Meriwether Wealth & Planning, LLC held COP — position size vs. price
% of Fund (quarterly)    COP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 11,169 +224 +2.0% 0.81% $1.5M 2026-04-09 $122.56
2025 Q4 ADDED — — — 10,945 +1,376 +14.4% 0.58% $1.0M 2026-01-14 $98.83
2025 Q3 REDUCED 10.5% -1.2% ✅ 9,569 -1,119 -10.5% 0.52% $905K 2025-10-15 $85.63
2025 Q2 ADDED — — — 10,688 +282 +2.7% 0.60% $959K 2025-07-11 $92.54
2025 Q1 ADDED — — — 10,406 +1,335 +14.7% 0.71% $1.1M 2025-04-21 $84.03
2024 Q4 INITIATED — — — 9,071 — — 0.64% $900K 2025-02-07 $93.64

🏢 Other funds also holding COP

As of 2026 Q1 — sorted by position size

Mosaic Advisors LLC 3Y 9.65% Generali Powszechne Towarzystwo Emerytalne 7.53% HATCH COVE CAPITAL, LLC 6.17% ADAMS NATURAL RESOURCES FUND, INC. 3Y 7Y 5.77% Hamlin Capital Management, LLC 3Y 7Y 4.77% R.H. Investment Group, LLC 4.65% McAlvany Wealth Management LLC 4.3% FOUNDATION RESOURCE MANAGEMENT INC 3Y 7Y 4.27% MONTGOMERY INVESTMENT MANAGEMENT INC 3Y 7Y 4.22% MH & ASSOCIATES SECURITIES MANAGEMENT CORP /ADV 3.62%

FAQ About Meriwether Wealth & Planning, LLC and COP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Meriwether Wealth & Planning, LLC reported owning COP?

Meriwether Wealth & Planning, LLC reported COP across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported COP position in Meriwether Wealth & Planning, LLC's portfolio?

The largest reported portfolio weight for COP was 0.81% in 2026 Q1.

What is the latest reported COP position on this page?

The most recent filing on this page is 2026 Q1, when Meriwether Wealth & Planning, LLC reported 11,169 shares, equal to 0.81% of portfolio, with an estimated market value of $1.5M.

What does the chart on this COP ownership page compare?

The chart compares Meriwether Wealth & Planning, LLC's quarterly COP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Meriwether Wealth & Planning, LLC time their COP position?

Based on 13F filing dates vs. subsequent COP price moves, Meriwether Wealth & Planning, LLC correctly timed 2 out of 5 reported position changes (40%). The annualised alpha on COP relative to SPY over the holding period was +11.9%.

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