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Baker Tilly Wealth Management’s ConocoPhillips COP Stock Holding History

Baker Tilly 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 		$292K Buy
2,805
+679
+32% +$80.5K 0.06% 224
2026
Q1 		$281K Sell
2,126
-128
-6% -$14.2K 0.07% 220
2025
Q4 		$211K Buy
+2,254
New +$204K 0.05% 275
2025
Q1 		– Sell
-3,322
Closed -$329K – 242
2024
Q4 		$329K Buy
3,322
+81
+2% +$8.6K 0.13% 175
2024
Q3 		$341K Sell
3,241
-1,343
-29% -$148K 0.15% 163
2024
Q2 		$524K Sell
4,584
-8,622
-65% -$1.05M 0.21% 113
2024
Q1 		$1.68M Sell
13,206
-21
-0.2% -$2.4K 0.3% 74
2023
Q4 		$1.54M Sell
13,227
-355
-3% -$41.5K 0.25% 90
2023
Q3 		$1.63M Sell
13,582
-1,080
-7% -$125K 0.27% 82
2023
Q2 		$1.52M Buy
14,662
+2,213
+18% +$227K 0.16% 137
2023
Q1 		$1.24M Buy
12,449
+875
+8% +$95.7K 0.14% 167
2022
Q4 		$1.37M Sell
11,574
-456
-4% -$55.4K 0.17% 143
2022
Q3 		$1.23M Buy
12,030
+409
+4% +$40.8K 0.17% 127
2022
Q2 		$1.04M Buy
11,621
+1,967
+20% +$203K 0.14% 159
2022
Q1 		$965K Sell
9,654
-3,115
-24% -$286K 0.11% 205
2021
Q4 		$922K Sell
12,769
-256
-2% -$18.7K 0.1% 218
2021
Q3 		$883K Buy
13,025
+1,887
+17% +$109K 0.12% 187
2021
Q2 		$678K Buy
11,138
+983
+10% +$54.8K 0.11% 207
2021
Q1 		$538K Buy
10,155
+287
+3% +$14.1K 0.11% 227
2020
Q4 		$395K Buy
+9,868
New +$364K 0.12% 186

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
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

Baker Tilly Wealth Management's COP Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its ConocoPhillips (COP) stake by 32% in Q2 2026, buying an estimated $80.5K and bringing the position to 2,805 shares worth $292K. The position accounts for 0.06% of the portfolio, ranked #224.

Baker Tilly Wealth Management first reported a position in COP in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.68M in Q1 2024. 955 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Baker Tilly Wealth Management held 2,805 shares of ConocoPhillips worth $292K as of Q2 2026.
  • Baker Tilly Wealth Management bought 679 ConocoPhillips shares in Q2 2026, an estimated $80.5K.
  • ConocoPhillips made up 0.06% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #224 holding.
  • Baker Tilly Wealth Management first reported a position in ConocoPhillips in Q4 2020 and has held it in 20 quarters since.
  • Baker Tilly Wealth Management's ConocoPhillips position peaked at $1.68M in Q1 2024.
  • 955 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.