AWM
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Athena Wealth Management’s ConocoPhillips COP Stock Holding History

Athena 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 		$1.38M Buy
13,260
+196
+2% +$23.2K 1.03% 19
2026
Q1 		$1.72M Buy
13,064
+2,128
+19% +$236K 1.41% 11
2025
Q4 		$1.02M Buy
+10,936
New +$989K 0.99% 15

Other funds holding COP

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

Athena Wealth Management increased its ConocoPhillips (COP) stake by 1.5% in Q2 2026, buying an estimated $23.2K and bringing the position to 13,260 shares worth $1.38M. The position accounts for 1.03% of the portfolio, ranked #19.

Athena Wealth Management first reported a position in COP in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.72M in Q1 2026. 622 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Athena Wealth Management held 13,260 shares of ConocoPhillips worth $1.38M as of Q2 2026.
  • Athena Wealth Management bought 196 ConocoPhillips shares in Q2 2026, an estimated $23.2K.
  • ConocoPhillips made up 1.03% of Athena Wealth Management's portfolio in Q2 2026, its #19 holding.
  • Athena Wealth Management first reported a position in ConocoPhillips in Q4 2025 and has held it in 3 quarters since.
  • Athena Wealth Management's ConocoPhillips position peaked at $1.72M in Q1 2026.
  • 622 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.