Baron Wealth Management
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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
Q3 		$297K Buy
2,373
+183
+8% +$22.7K 0.08% 202
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

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
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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

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

Baron Wealth Management increased its ConocoPhillips (COP) stake by 8.4% in Q3 2026, buying an estimated $22.7K and bringing the position to 2,373 shares worth $297K. The position accounts for 0.08% of the portfolio, ranked #202.

Baron Wealth Management first reported a position in COP in Q4 2022 and has held it in 12 quarters since. The position peaked at $510K in Q4 2023. 1,767 funds tracked by Wall St. Rank hold COP as of Q3 2026.

  • Baron Wealth Management held 2,373 shares of ConocoPhillips worth $297K as of Q3 2026.
  • Baron Wealth Management bought 183 ConocoPhillips shares in Q3 2026, an estimated $22.7K.
  • ConocoPhillips made up 0.08% of Baron Wealth Management's portfolio in Q3 2026, its #202 holding.
  • Baron Wealth Management first reported a position in ConocoPhillips in Q4 2022 and has held it in 12 quarters since.
  • Baron Wealth Management's ConocoPhillips position peaked at $510K in Q4 2023.
  • 1,767 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.