Baron Wealth Management’s ConocoPhillips COP Stock Holding History

Baron 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	$228K	Sell	2,190 -432	-16%	-$51.2K	0.06%	261
2026 Q1	$346K	Buy	+2,622	New	+$290K	0.1%	161
2025 Q1	–	Sell	-2,746	Closed	-$272K	–	217
2024 Q4	$272K	Sell	2,746 -37	-1%	-$3.93K	0.13%	138
2024 Q3	$293K	Buy	2,783 +71	+3%	+$7.8K	0.14%	127
2024 Q2	$310K	Buy	2,712 +45	+2%	+$5.46K	0.16%	106
2024 Q1	$339K	Sell	2,667 -1,729	-39%	-$197K	0.18%	101
2023 Q4	$510K	Buy	4,396 +373	+9%	+$43.6K	0.28%	51
2023 Q3	$482K	Buy	4,023 +18	+0.4%	+$2.09K	0.31%	51
2023 Q2	$415K	Buy	4,005 +321	+9%	+$33K	0.26%	59
2023 Q1	$365K	Buy	3,684 +45	+1%	+$4.92K	0.26%	66
2022 Q4	$429K	Buy	+3,639	New	+$442K	0.33%	49

Other funds holding COP

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) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

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

ANRF

Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

Baron Wealth Management's COP Position: Q2 2026 in Review

Baron Wealth Management reduced its ConocoPhillips (COP) stake by 16% in Q2 2026, selling an estimated $51.2K and leaving 2,190 shares worth $228K. The position accounts for 0.06% of the portfolio, ranked #261.

Baron Wealth Management first reported a position in COP in Q4 2022 and has held it in 11 quarters since. The position peaked at $510K in Q4 2023. 922 funds tracked by Wall St. Rank hold COP as of Q2 2026.

Baron Wealth Management held 2,190 shares of ConocoPhillips worth $228K as of Q2 2026.
Baron Wealth Management sold 432 ConocoPhillips shares in Q2 2026, an estimated $51.2K.
ConocoPhillips made up 0.06% of Baron Wealth Management's portfolio in Q2 2026, its #261 holding.
Baron Wealth Management first reported a position in ConocoPhillips in Q4 2022 and has held it in 11 quarters since.
Baron Wealth Management's ConocoPhillips position peaked at $510K in Q4 2023.
922 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.