13F

Position

WealthPLAN Partners, 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 $96K$93.61$132.00

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20252.5K$234K0.0%
Q1 20262.53K$333.6K$132.00$96K$3.56K0.1%