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Aries Wealth Management’s ConocoPhillips COP Stock Holding History

Aries Wealth Management’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 		$379K Sell
3,647
-62
-2% -$7.35K 0.07% 176
2026
Q1 		$490K Hold
3,709
– – 0.11% 150
2025
Q4 		$347K Sell
3,709
-10
-0.3% -$904 0.08% 178
2025
Q3 		$352K Sell
3,719
-1
-0% -$95 0.08% 175
2025
Q2 		$334K Sell
3,720
-142
-4% -$12.8K 0.09% 171
2025
Q1 		$406K Sell
3,862
-116
-3% -$11.6K 0.11% 157
2024
Q4 		$394K Sell
3,978
-330
-8% -$35K 0.11% 153
2024
Q3 		$454K Buy
4,308
+1,746
+68% +$192K 0.12% 143
2024
Q2 		$293K Buy
2,562
+72
+3% +$8.74K 0.09% 159
2024
Q1 		$317K Hold
2,490
– – 0.1% 160
2023
Q4 		$289K Buy
2,490
+51
+2% +$5.97K 0.1% 159
2023
Q3 		$306K Buy
2,439
+153
+7% +$17.8K 0.12% 149
2023
Q2 		$237K Buy
2,286
+187
+9% +$19.2K 0.09% 170
2023
Q1 		$208K Sell
2,099
-68
-3% -$7.44K 0.09% 184
2022
Q4 		$256K Buy
2,167
+127
+6% +$15.4K 0.11% 159
2022
Q3 		$257K Buy
+2,040
New +$203K 0.11% 152

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

Aries Wealth Management's COP Position: Q2 2026 in Review

Aries Wealth Management reduced its ConocoPhillips (COP) stake by 1.7% in Q2 2026, selling an estimated $7.35K and leaving 3,647 shares worth $379K. The position accounts for 0.07% of the portfolio, ranked #176.

Aries Wealth Management first reported a position in COP in Q3 2022 and has held it in 16 quarters since. The position peaked at $490K in Q1 2026. 2,456 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Aries Wealth Management held 3,647 shares of ConocoPhillips worth $379K as of Q2 2026.
  • Aries Wealth Management sold 62 ConocoPhillips shares in Q2 2026, an estimated $7.35K.
  • ConocoPhillips made up 0.07% of Aries Wealth Management's portfolio in Q2 2026, its #176 holding.
  • Aries Wealth Management first reported a position in ConocoPhillips in Q3 2022 and has held it in 16 quarters since.
  • Aries Wealth Management's ConocoPhillips position peaked at $490K in Q1 2026.
  • 2,456 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.