Balboa Wealth Partners
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Balboa Wealth Partners’s ConocoPhillips COP Stock Holding History

Balboa Wealth Partners’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
Q3 		$243K Buy
+1,938
New +$240K 0.03% 406
2026
Q2 		– Sell
-1,862
Closed -$246K – 478
2026
Q1 		$246K Buy
+1,862
New +$206K 0.04% 351
2024
Q4 		– Sell
-2,309
Closed -$243K – 352
2024
Q3 		$243K Buy
+2,309
New +$254K 0.06% 227
2023
Q4 		– Sell
-2,817
Closed -$337K – 292
2023
Q3 		$337K Buy
2,817
+704
+33% +$81.7K 0.13% 135
2023
Q2 		$219K Sell
2,113
-316
-13% -$32.5K 0.08% 217
2023
Q1 		$241K Sell
2,429
-950
-28% -$104K 0.09% 194
2022
Q4 		$399K Buy
+3,379
New +$411K 0.18% 123

Other funds holding COP

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Balboa Wealth Partners's COP Position: Q3 2026 in Review

Balboa Wealth Partners opened a new position in ConocoPhillips (COP) in Q3 2026: 1,938 shares worth $243K. The stake represents 0.03% of the portfolio and ranks #406 among its holdings. This is a return to the name: Balboa Wealth Partners previously reported a position in COP as recently as Q1 2026.

Balboa Wealth Partners first reported a position in COP in Q4 2022 and has held it in 7 quarters since. The position peaked at $399K in Q4 2022. 2,265 funds tracked by Wall St. Rank hold COP as of Q3 2026.

  • Balboa Wealth Partners held 1,938 shares of ConocoPhillips worth $243K as of Q3 2026.
  • ConocoPhillips was a new Balboa Wealth Partners position in Q3 2026.
  • ConocoPhillips made up 0.03% of Balboa Wealth Partners's portfolio in Q3 2026, its #406 holding.
  • Balboa Wealth Partners first reported a position in ConocoPhillips in Q4 2022 and has held it in 7 quarters since.
  • Balboa Wealth Partners's ConocoPhillips position peaked at $399K in Q4 2022.
  • 2,265 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2026.

Based on Balboa Wealth Partners's 13F filing for Q3 2026, filed 20 Oct 2026.