4Wealth Advisors
COP icon

4Wealth Advisors’s ConocoPhillips COP Stock Holding History

4Wealth Advisors’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
Q3 		– Sell
-2,410
Closed -$251K – 147
2026
Q2 		$251K Sell
2,410
-747
-24% -$88.5K 0.19% 128
2026
Q1 		$420K Sell
3,157
-1,119
-26% -$124K 0.36% 92
2025
Q4 		$400K Buy
4,276
+437
+11% +$39.5K 0.34% 94
2025
Q3 		$363K Buy
3,839
+473
+14% +$44.7K 0.32% 98
2025
Q2 		$302K Sell
3,366
-8
-0.2% -$720 0.31% 107
2025
Q1 		$354K Buy
3,374
+65
+2% +$6.48K 0.39% 93
2024
Q4 		$328K Buy
+3,309
New +$351K 0.33% 107

Other funds holding COP

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

4Wealth Advisors's COP Position: Q3 2026 in Review

4Wealth Advisors sold out of ConocoPhillips (COP) in Q3 2026, closing a stake of 2,410 shares — an estimated $251K sold.

4Wealth Advisors first reported a position in COP in Q4 2024 and held it in 7 quarters. The position peaked at $420K in Q1 2026. 1,108 funds tracked by Wall St. Rank hold COP as of Q3 2026.

  • 4Wealth Advisors reported no remaining ConocoPhillips position as of Q3 2026 after selling out during the quarter.
  • 4Wealth Advisors sold 2,410 ConocoPhillips shares in Q3 2026, an estimated $251K.
  • 4Wealth Advisors first reported a position in ConocoPhillips in Q4 2024 and held it in 7 quarters.
  • 4Wealth Advisors's ConocoPhillips position peaked at $420K in Q1 2026.
  • 1,108 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.