AGH Wealth Advisors’s ConocoPhillips COP Stock Holding History

AGH 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
2026 Q3	$542K	Buy	4,330 +22	+0.5%	+$2.73K	0.31%	65
2026 Q2	$448K	Sell	4,308 -1,197	-22%	-$142K	0.28%	73
2026 Q1	$727K	Buy	5,505 +112	+2%	+$12.4K	0.53%	39
2025 Q4	$505K	Sell	5,393 -208	-4%	-$18.8K	0.38%	49
2025 Q3	$530K	Buy	5,601 +73	+1%	+$6.9K	0.39%	53
2025 Q2	$496K	Sell	5,528 -37	-0.7%	-$3.33K	0.41%	50
2025 Q1	$584K	Sell	5,565 -427	-7%	-$42.6K	0.56%	38
2024 Q4	$594K	Buy	+5,992	New	+$636K	0.55%	36

Other funds holding COP

Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return

Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

AGH Wealth Advisors increased its ConocoPhillips (COP) stake by 0.51% in Q3 2026, buying an estimated $2.73K and bringing the position to 4,330 shares worth $542K. The position accounts for 0.31% of the portfolio, ranked #65.

AGH Wealth Advisors first reported a position in COP in Q4 2024 and has held it in 8 quarters since. The position peaked at $727K in Q1 2026. 837 funds tracked by Wall St. Rank hold COP as of Q3 2026.

AGH Wealth Advisors held 4,330 shares of ConocoPhillips worth $542K as of Q3 2026.
AGH Wealth Advisors bought 22 ConocoPhillips shares in Q3 2026, an estimated $2.73K.
ConocoPhillips made up 0.31% of AGH Wealth Advisors's portfolio in Q3 2026, its #65 holding.
AGH Wealth Advisors first reported a position in ConocoPhillips in Q4 2024 and has held it in 8 quarters since.
AGH Wealth Advisors's ConocoPhillips position peaked at $727K in Q1 2026.
837 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2026.

Based on AGH Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.