A4 Wealth Advisors’s ConocoPhillips COP Stock Holding History

A4 Wealth 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
2025 Q4	–	Sell	-3,085	Closed	-$292K	–	141
2025 Q3	$292K	Buy	+3,085	New	+$292K	0.25%	118

Other funds holding COP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

A4 Wealth Advisors's COP Position: Q4 2025 in Review

A4 Wealth Advisors sold out of ConocoPhillips (COP) in Q4 2025, closing a stake of 3,085 shares — an estimated $292K sold.

A4 Wealth Advisors first reported a position in COP in Q3 2025 and held it in 1 quarter. The position peaked at $292K in Q3 2025. 2,358 funds tracked by Wall St. Rank hold COP as of Q4 2025.

A4 Wealth Advisors reported no remaining ConocoPhillips position as of Q4 2025 after selling out during the quarter.
A4 Wealth Advisors sold 3,085 ConocoPhillips shares in Q4 2025, an estimated $292K.
A4 Wealth Advisors first reported a position in ConocoPhillips in Q3 2025 and held it in 1 quarter.
A4 Wealth Advisors's ConocoPhillips position peaked at $292K in Q3 2025.
2,358 funds tracked by Wall St. Rank held ConocoPhillips as of Q4 2025.

Based on A4 Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.