AWA
COP icon

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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AGH Wealth Advisors's COP Position: Q1 2026 in Review

AGH Wealth Advisors increased its ConocoPhillips (COP) stake by 2.1% in Q1 2026, buying an estimated $12.4K and bringing the position to 5,505 shares worth $727K. The position accounts for 0.53% of the portfolio, ranked #39.

AGH Wealth Advisors first reported a position in COP in Q4 2024 and has held it in 6 quarters since. 2,558 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • AGH Wealth Advisors held 5,505 shares of ConocoPhillips worth $727K as of Q1 2026.
  • AGH Wealth Advisors bought 112 ConocoPhillips shares in Q1 2026, an estimated $12.4K.
  • ConocoPhillips made up 0.53% of AGH Wealth Advisors's portfolio in Q1 2026, its #39 holding.
  • AGH Wealth Advisors first reported a position in ConocoPhillips in Q4 2024 and has held it in 6 quarters since.
  • 2,558 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on AGH Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.