Aletheian Wealth Advisors’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
Sell
-1,645
Closed -$217K 110
2026
Q1
$217K Buy
+1,645
New +$182K 0.11% 94
2024
Q2
Sell
-1,592
Closed -$203K 87
2024
Q1
$203K Buy
+1,592
New +$182K 0.11% 79

Other funds holding COP

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

Aletheian Wealth Advisors sold out of ConocoPhillips (COP) in Q2 2026, closing a stake of 1,645 shares — an estimated $217K sold.

Aletheian Wealth Advisors first reported a position in COP in Q1 2024 and held it in 2 quarters. The position peaked at $217K in Q1 2026. 938 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Aletheian Wealth Advisors reported no remaining ConocoPhillips position as of Q2 2026 after selling out during the quarter.
  • Aletheian Wealth Advisors sold 1,645 ConocoPhillips shares in Q2 2026, an estimated $217K.
  • Aletheian Wealth Advisors first reported a position in ConocoPhillips in Q1 2024 and held it in 2 quarters.
  • Aletheian Wealth Advisors's ConocoPhillips position peaked at $217K in Q1 2026.
  • 938 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Aletheian Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.