13F

Position

Plancorp, 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 $106.3K$93.61$122.56

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20253.67K$343.8K0.0%
Q1 20263.76K$460.4K$122.56$106.3K$10.2K0.0%