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ConocoPhillips
COP

Name Holding Trade Value Shares
Change 		Change in
Stake
PB
2001
Pinnacle Bancorp
Nebraska
$165K +$7.36K +67 +4%
XC
2002
XY Capital
Hong Kong
$165K +$172K +1,566 New
WIM
2003
Westside Investment Management
California
$164K – – –
TFGT
2004
TS Financial Group (TSFG)
Illinois
$163K – – –
PH
2005
Pinnacle Holdings
Oklahoma
$162K +$169K +1,537 New
USGIU
2006
U.S. Global Investors (USGI)
Texas
$158K – – –
ATS
2007
Ashton Thomas Securities
New York
$157K +$164K +1,489 New
FFO
2008
Fortitude Family Office
Arizona
$157K -$36K -328 -18%
GPI
2009
General Partner Inc
Pennsylvania
$156K – – –
CSC
2010
Caldwell Sutter Capital
California
$155K – – –
VEA
2011
Virtus ETF Advisers
New York
$154K -$708K -6,443 -81%
CA
2012
Crewe Advisors
Utah
$152K – – –
SWM
2013
Sugarloaf Wealth Management
Georgia
$151K – – –
BHWM
2014
Beaird Harris Wealth Management
Texas
$150K -$679K -6,185 -81%
CWM
2015
Compass Wealth Management
Connecticut
$149K – – –
WPA
2016
West Paces Advisors
Georgia
$148K -$6.04K -55 -4%
PBK
2017
Peoples Bank (Kansas)
Kansas
$147K – – –
WB
2018
Webster Bank
Connecticut
$146K -$2.42K -22 -2%
PGAM
2019
Princeton Global Asset Management
New Jersey
$146K +$52.3K +476 +52%
BCM
2020
Blume Capital Management
California
$139K – – –
BIC
2021
Beach Investment Counsel
Pennsylvania
$137K – – –
SAM
2022
S.A. Mason
Michigan
$137K – – –
TCG
2023
Transcendent Capital Group
Oklahoma
$136K -$12.4K -113 -8%
JIP
2024
Jaffetilchin Investment Partners
Florida
$136K -$83.6K -761 -37%
BGAI
2025
Bruce G. Allen Investments
Colorado
$136K -$16K -146 -10%
79 80
81
82 83