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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AGH Wealth Advisors's COP Position: Q2 2026 in Review

AGH Wealth Advisors reduced its ConocoPhillips (COP) stake by 22% in Q2 2026, selling an estimated $142K and leaving 4,308 shares worth $448K. The position accounts for 0.28% of the portfolio, ranked #73.

AGH Wealth Advisors first reported a position in COP in Q4 2024 and has held it in 7 quarters since. The position peaked at $727K in Q1 2026. 2,464 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • AGH Wealth Advisors held 4,308 shares of ConocoPhillips worth $448K as of Q2 2026.
  • AGH Wealth Advisors sold 1,197 ConocoPhillips shares in Q2 2026, an estimated $142K.
  • ConocoPhillips made up 0.28% of AGH Wealth Advisors's portfolio in Q2 2026, its #73 holding.
  • AGH Wealth Advisors first reported a position in ConocoPhillips in Q4 2024 and has held it in 7 quarters since.
  • AGH Wealth Advisors's ConocoPhillips position peaked at $727K in Q1 2026.
  • 2,464 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on AGH Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.