ARS Wealth Advisors Group’s ConocoPhillips COP Stock Holding History

ARS Wealth Advisors Group’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	$232K	Sell	2,229 -14	-0.6%	-$1.66K	0.02%	207
2026 Q1	$296K	Buy	+2,243	New	+$248K	0.03%	166
2025 Q2	–	Sell	-2,443	Closed	-$257K	–	190
2025 Q1	$257K	Hold	2,443	–	–	0.04%	135
2024 Q4	$242K	Buy	2,443 +287	+13%	+$30.5K	0.03%	140
2024 Q3	$227K	Buy	2,156 +150	+7%	+$16.5K	0.03%	155
2024 Q2	$229K	Buy	2,006 +100	+5%	+$12.1K	0.03%	149
2024 Q1	$243K	Hold	1,906	–	–	0.03%	143
2023 Q4	$221K	Sell	1,906 -535	-22%	-$62.6K	0.03%	143
2023 Q3	$292K	Hold	2,441	–	–	0.05%	113
2023 Q2	$253K	Sell	2,441 -3,091	-56%	-$318K	0.04%	127
2023 Q1	$549K	Buy	5,532 +303	+6%	+$33.2K	0.1%	80
2022 Q4	$617K	Buy	5,229 +350	+7%	+$42.5K	0.1%	81
2022 Q3	$499K	Hold	4,879	–	–	0.08%	96
2022 Q2	$438K	Sell	4,879 -200	-4%	-$20.6K	0.06%	112
2022 Q1	$508K	Buy	5,079 +350	+7%	+$32.2K	0.09%	79
2021 Q4	$341K	Hold	4,729	–	–	0.06%	99
2021 Q3	$320K	Buy	+4,729	New	+$273K	0.06%	103

Other funds holding COP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ARS Wealth Advisors Group's COP Position: Q2 2026 in Review

ARS Wealth Advisors Group reduced its ConocoPhillips (COP) stake by 0.62% in Q2 2026, selling an estimated $1.66K and leaving 2,229 shares worth $232K. The position accounts for 0.02% of the portfolio, ranked #207.

ARS Wealth Advisors Group first reported a position in COP in Q3 2021 and has held it in 17 quarters since. The position peaked at $617K in Q4 2022. 2,452 funds tracked by Wall St. Rank hold COP as of Q2 2026.

ARS Wealth Advisors Group held 2,229 shares of ConocoPhillips worth $232K as of Q2 2026.
ARS Wealth Advisors Group sold 14 ConocoPhillips shares in Q2 2026, an estimated $1.66K.
ConocoPhillips made up 0.02% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #207 holding.
ARS Wealth Advisors Group first reported a position in ConocoPhillips in Q3 2021 and has held it in 17 quarters since.
ARS Wealth Advisors Group's ConocoPhillips position peaked at $617K in Q4 2022.
2,452 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.