Accel Wealth Management’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$355K Sell
3,411
-106
-3% -$12.6K 0.08% 198
2026
Q1
$464K Buy
3,517
+15
+0.4% +$1.66K 0.12% 159
2025
Q4
$328K Sell
3,502
-193
-5% -$17.5K 0.09% 193
2025
Q3
$349K Sell
3,695
-155
-4% -$14.7K 0.1% 186
2025
Q2
$345K Sell
3,850
-1,560
-29% -$140K 0.12% 180
2025
Q1
$568K Buy
5,410
+52
+1% +$5.19K 0.21% 112
2024
Q4
$531K Buy
5,358
+1,669
+45% +$177K 0.2% 122
2024
Q3
$388K Buy
3,689
+83
+2% +$9.12K 0.14% 154
2024
Q2
$412K Buy
3,606
+824
+30% +$100K 0.17% 132
2024
Q1
$354K Buy
+2,782
New +$317K 0.15% 141
2023
Q2
Sell
-1,026
Closed -$102K 299
2023
Q1
$102K Buy
1,026
+2
+0.2% +$219 0.04% 317
2022
Q4
$121K Buy
1,024
+109
+12% +$13.2K 0.06% 217
2022
Q3
$106K Buy
915
+1
+0.1% +$100 0.06% 236
2022
Q2
$76K Buy
914
+38
+4% +$3.92K 0.04% 273
2022
Q1
$88K Sell
876
-238
-21% -$21.9K 0.05% 270
2021
Q4
$80K Buy
1,114
+144
+15% +$10.5K 0.04% 294
2021
Q3
$66K Sell
970
-173
-15% -$9.98K 0.04% 281
2021
Q2
$70K Buy
1,143
+255
+29% +$14.2K 0.05% 283
2021
Q1
$47K Buy
888
+3
+0.3% +$148 0.04% 328
2020
Q4
$35K Buy
+885
New +$32.6K 0.03% 369

Other funds holding COP

Accel Wealth Management's COP Position: Q2 2026 in Review

Accel Wealth Management reduced its ConocoPhillips (COP) stake by 3% in Q2 2026, selling an estimated $12.6K and leaving 3,411 shares worth $355K. The position accounts for 0.08% of the portfolio, ranked #198.

Accel Wealth Management first reported a position in COP in Q4 2020 and has held it in 20 quarters since. The position peaked at $568K in Q1 2025. 1,002 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Accel Wealth Management held 3,411 shares of ConocoPhillips worth $355K as of Q2 2026.
  • Accel Wealth Management sold 106 ConocoPhillips shares in Q2 2026, an estimated $12.6K.
  • ConocoPhillips made up 0.08% of Accel Wealth Management's portfolio in Q2 2026, its #198 holding.
  • Accel Wealth Management first reported a position in ConocoPhillips in Q4 2020 and has held it in 20 quarters since.
  • Accel Wealth Management's ConocoPhillips position peaked at $568K in Q1 2025.
  • 1,002 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.