49 Wealth Management’s ConocoPhillips COP Stock Holding History

49 Wealth Management’s Portfolio COP Stock Details COP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.45M	Buy	10,996 +671	+6%	+$74.3K	0.11%	53
2025 Q4	$966K	Buy	10,325 +1,771	+21%	+$160K	0.08%	73
2025 Q3	$809K	Sell	8,554 -1,191	-12%	-$113K	0.08%	69
2025 Q2	$875K	Buy	9,745 +224	+2%	+$20.2K	0.09%	61
2025 Q1	$1,000K	Buy	9,521 +4,196	+79%	+$418K	0.12%	57
2024 Q4	$528K	Buy	5,325 +3,353	+170%	+$356K	0.08%	80
2024 Q3	$208K	Sell	1,972 -56	-3%	-$6.15K	0.03%	158
2024 Q2	$232K	Buy	2,028 +78	+4%	+$9.47K	0.05%	133
2024 Q1	$251K	Sell	1,950 -174	-8%	-$19.8K	0.05%	97
2023 Q4	$247K	Buy	+2,124	New	+$248K	0.06%	96

Other funds holding COP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

49 Wealth Management's COP Position: Q1 2026 in Review

49 Wealth Management increased its ConocoPhillips (COP) stake by 6.5% in Q1 2026, buying an estimated $74.3K and bringing the position to 10,996 shares worth $1.45M. The position accounts for 0.11% of the portfolio, ranked #53.

49 Wealth Management first reported a position in COP in Q4 2023 and has held it in 10 quarters since. 2,559 funds tracked by Wall St. Rank hold COP as of Q1 2026.

49 Wealth Management held 10,996 shares of ConocoPhillips worth $1.45M as of Q1 2026.
49 Wealth Management bought 671 ConocoPhillips shares in Q1 2026, an estimated $74.3K.
ConocoPhillips made up 0.11% of 49 Wealth Management's portfolio in Q1 2026, its #53 holding.
49 Wealth Management first reported a position in ConocoPhillips in Q4 2023 and has held it in 10 quarters since.
2,559 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.