BRWA
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B. Riley Wealth Advisors’s ConocoPhillips COP Stock Holding History

B. Riley Wealth Advisors’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
2025
Q2 		– Sell
-500
Closed -$52.5K – 1099
2025
Q1 		$52.5K Buy
+500
New +$49.9K ﹤0.01% 1258

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

B. Riley Wealth Advisors's COP Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its ConocoPhillips (COP) stake by 9.3% in Q2 2026, buying an estimated $99.2K and bringing the position to 9,793 shares worth $1.02M. The position accounts for 0.05% of the portfolio, ranked #306.

B. Riley Wealth Advisors first reported a position in COP in Q2 2013 and has held it in 53 quarters since. The position peaked at $22.6M in Q4 2014. 2,460 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • B. Riley Wealth Advisors held 9,793 shares of ConocoPhillips worth $1.02M as of Q2 2026.
  • B. Riley Wealth Advisors bought 837 ConocoPhillips shares in Q2 2026, an estimated $99.2K.
  • ConocoPhillips made up 0.05% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #306 holding.
  • B. Riley Wealth Advisors first reported a position in ConocoPhillips in Q2 2013 and has held it in 53 quarters since.
  • B. Riley Wealth Advisors's ConocoPhillips position peaked at $22.6M in Q4 2014.
  • 2,460 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.