BankPlus Wealth Management
COP icon

BankPlus Wealth Management’s ConocoPhillips COP Stock Holding History

BankPlus 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
Q3 		$223K Sell
1,784
-165
-8% -$20.4K 0.1% 111
2026
Q2 		$203K Buy
1,949
+111
+6% +$13.2K 0.09% 122
2026
Q1 		$242K Buy
+1,838
New +$204K 0.13% 106

Other funds holding COP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

BankPlus Wealth Management's COP Position: Q3 2026 in Review

BankPlus Wealth Management reduced its ConocoPhillips (COP) stake by 8.5% in Q3 2026, selling an estimated $20.4K and leaving 1,784 shares worth $223K. The position accounts for 0.1% of the portfolio, ranked #111.

BankPlus Wealth Management first reported a position in COP in Q1 2026 and has held it in 3 quarters since. The position peaked at $242K in Q1 2026. 1,706 funds tracked by Wall St. Rank hold COP as of Q3 2026.

  • BankPlus Wealth Management held 1,784 shares of ConocoPhillips worth $223K as of Q3 2026.
  • BankPlus Wealth Management sold 165 ConocoPhillips shares in Q3 2026, an estimated $20.4K.
  • ConocoPhillips made up 0.1% of BankPlus Wealth Management's portfolio in Q3 2026, its #111 holding.
  • BankPlus Wealth Management first reported a position in ConocoPhillips in Q1 2026 and has held it in 3 quarters since.
  • BankPlus Wealth Management's ConocoPhillips position peaked at $242K in Q1 2026.
  • 1,706 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2026.

Based on BankPlus Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.