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Avidian Wealth Enterprises’s ConocoPhillips COP Stock Holding History

Avidian Wealth Enterprises’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
2020
Q4 		– Sell
-1,300
Closed -$24K – 331
2020
Q3 		$24K Hold
1,300
– – ﹤0.01% 279
2020
Q2 		$16K Buy
+1,300
New +$52.6K ﹤0.01% 248
2020
Q1 		– Sell
-3,900
Closed -$2K – 218
2019
Q4 		$2K Buy
+3,900
New +$229K ﹤0.01% 228

Other funds holding COP

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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 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

Avidian Wealth Enterprises's COP Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its ConocoPhillips (COP) stake by 0.11% in Q2 2026, buying an estimated $2.73K and bringing the position to 20,575 shares worth $2.14M. The position accounts for 0.06% of the portfolio, ranked #202.

Avidian Wealth Enterprises first reported a position in COP in Q2 2014 and has held it in 49 quarters since. The position peaked at $2.71M in Q1 2026. 855 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Avidian Wealth Enterprises held 20,575 shares of ConocoPhillips worth $2.14M as of Q2 2026.
  • Avidian Wealth Enterprises bought 23 ConocoPhillips shares in Q2 2026, an estimated $2.73K.
  • ConocoPhillips made up 0.06% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #202 holding.
  • Avidian Wealth Enterprises first reported a position in ConocoPhillips in Q2 2014 and has held it in 49 quarters since.
  • Avidian Wealth Enterprises's ConocoPhillips position peaked at $2.71M in Q1 2026.
  • 855 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

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