13F

Position

McAdam, LLC in Conocophillips

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark $164K$93.60$132.01

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20254.27K$399.8K0.0%
Q1 20264.88K$644.7K$132.01$164K$80.9K0.0%