Allworth Financial’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
$5.05M Buy
48,542
+6,762
+16% +$801K 0.02% 347
2026
Q1
$5.51M Buy
41,780
+2,439
+6% +$270K 0.02% 349
2025
Q4
$3.68M Buy
39,341
+991
+3% +$89.6K 0.02% 416
2025
Q3
$3.63M Sell
38,350
-581
-1% -$54.9K 0.02% 381
2025
Q2
$3.49M Buy
38,931
+8,855
+29% +$797K 0.02% 373
2025
Q1
$2.76M Buy
30,076
+7,020
+30% +$700K 0.02% 347
2024
Q4
$2.38M Buy
23,056
+3,372
+17% +$358K 0.01% 372
2024
Q3
$2.07M Sell
19,684
-106
-0.5% -$11.6K 0.01% 336
2024
Q2
$2.26M Sell
19,790
-3,081
-13% -$374K 0.01% 313
2024
Q1
$2.91M Buy
22,871
+1,845
+9% +$210K 0.02% 250
2023
Q4
$2.44M Buy
21,026
+2,049
+11% +$240K 0.02% 278
2023
Q3
$2.27M Sell
18,977
-614
-3% -$71.3K 0.02% 258
2023
Q2
$2.03M Buy
19,591
+398
+2% +$40.9K 0.02% 278
2023
Q1
$1.9M Sell
19,193
-402
-2% -$44K 0.02% 262
2022
Q4
$2.31M Buy
19,595
+3,771
+24% +$458K 0.03% 226
2022
Q3
$1.62M Sell
15,824
-1,283
-7% -$128K 0.02% 251
2022
Q2
$1.54M Sell
17,107
-4,333
-20% -$446K 0.02% 252
2022
Q1
$2.14M Sell
21,440
-634
-3% -$58.3K 0.03% 212
2021
Q4
$1.59M Sell
22,074
-3,304
-13% -$241K 0.02% 224
2021
Q3
$1.72M Buy
25,378
+5,191
+26% +$300K 0.03% 186
2021
Q2
$1.23M Sell
20,187
-529
-3% -$29.5K 0.02% 172
2021
Q1
$1.1M Buy
20,716
+14,201
+218% +$700K 0.02% 156
2020
Q4
$261K Sell
6,515
-680
-9% -$25.1K 0.01% 252
2020
Q3
$236K Buy
7,195
+1,276
+22% +$48.3K 0.01% 226
2020
Q2
$249K Sell
5,919
-7,634
-56% -$309K 0.01% 217
2020
Q1
$417K Buy
13,553
+11,994
+769% +$610K 0.01% 170
2019
Q4
$101K Sell
1,559
-69
-4% -$4.06K ﹤0.01% 280
2019
Q3
$93K Buy
1,628
+132
+9% +$7.51K ﹤0.01% 244
2019
Q2
$91K Buy
1,496
+3
+0.2% +$187 ﹤0.01% 247
2019
Q1
$100K Buy
1,493
+43
+3% +$2.89K ﹤0.01% 232
2018
Q4
$90K Buy
1,450
+1
+0.1% +$68 ﹤0.01% 225
2018
Q3
$112K Sell
1,449
-45
-3% -$3.25K 0.01% 209
2018
Q2
$104K Sell
1,494
-278
-16% -$18.5K 0.01% 206
2018
Q1
$105K Buy
1,772
+1
+0.1% +$57 0.01% 170
2017
Q4
$97K Sell
1,771
-132
-7% -$6.79K 0.01% 167
2017
Q3
$95K Sell
1,903
-140
-7% -$6.29K 0.01% 171
2017
Q2
$90K Sell
2,043
-54
-3% -$2.52K 0.01% 185
2017
Q1
$105K Sell
2,097
-252
-11% -$12.2K 0.01% 158
2016
Q4
$118K Buy
2,349
+8
+0.3% +$369 0.01% 144
2016
Q3
$102K Sell
2,341
-241
-9% -$10K 0.01% 146
2016
Q2
$113K Sell
2,582
-177
-6% -$7.81K 0.01% 138
2016
Q1
$111K Sell
2,759
-299
-10% -$11.4K 0.01% 144
2015
Q4
$143K Buy
3,058
+1
+0% +$52 0.03% 110
2015
Q3
$147K Buy
3,057
+1
+0% +$51 0.05% 100
2015
Q2
$188K Sell
3,056
-50
-2% -$3.26K 0.07% 95
2015
Q1
$193K Buy
+3,106
New +$201K 0.07% 90
2014
Q4
Sell
-2,734
Closed -$207K 122
2014
Q3
$207K Sell
2,734
-325
-11% -$26.6K 0.08% 78
2014
Q2
$262K Buy
3,059
+100
+3% +$7.79K 0.12% 66
2014
Q1
$208K Buy
2,959
+41
+1% +$2.74K 0.09% 67
2013
Q4
$206K Sell
2,918
-101
-3% -$7.25K 0.1% 55
2013
Q3
$210K Buy
+3,019
New +$201K 0.11% 62

Other funds holding COP

Allworth Financial's COP Position: Q2 2026 in Review

Allworth Financial increased its ConocoPhillips (COP) stake by 16% in Q2 2026, buying an estimated $801K and bringing the position to 48,542 shares worth $5.05M. The position accounts for 0.02% of the portfolio, ranked #347.

Allworth Financial first reported a position in COP in Q3 2013 and has held it in 51 quarters since. The position peaked at $5.51M in Q1 2026. 2,451 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Allworth Financial held 48,542 shares of ConocoPhillips worth $5.05M as of Q2 2026.
  • Allworth Financial bought 6,762 ConocoPhillips shares in Q2 2026, an estimated $801K.
  • ConocoPhillips made up 0.02% of Allworth Financial's portfolio in Q2 2026, its #347 holding.
  • Allworth Financial first reported a position in ConocoPhillips in Q3 2013 and has held it in 51 quarters since.
  • Allworth Financial's ConocoPhillips position peaked at $5.51M in Q1 2026.
  • 2,451 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.