Bell & Brown Wealth Advisors’s ConocoPhillips COP Stock Holding History

Bell & Brown Wealth Advisors’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	–	Sell	-1,549	Closed	-$204K	–	74
2026 Q1	$204K	Buy	+1,549	New	+$172K	0.07%	68
2023 Q1	–	Sell	-1,814	Closed	-$214K	–	70
2022 Q4	$214K	Buy	+1,814	New	+$220K	0.12%	70
2022 Q1	–	Sell	-2,195	Closed	-$204K	–	77
2021 Q4	$204K	Buy	+2,195	New	+$160K	0.1%	68

Other funds holding COP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Bell & Brown Wealth Advisors's COP Position: Q2 2026 in Review

Bell & Brown Wealth Advisors sold out of ConocoPhillips (COP) in Q2 2026, closing a stake of 1,549 shares — an estimated $204K sold.

Bell & Brown Wealth Advisors first reported a position in COP in Q4 2021 and held it in 3 quarters. The position peaked at $214K in Q4 2022. 2,451 funds tracked by Wall St. Rank hold COP as of Q2 2026.

Bell & Brown Wealth Advisors reported no remaining ConocoPhillips position as of Q2 2026 after selling out during the quarter.
Bell & Brown Wealth Advisors sold 1,549 ConocoPhillips shares in Q2 2026, an estimated $204K.
Bell & Brown Wealth Advisors first reported a position in ConocoPhillips in Q4 2021 and held it in 3 quarters.
Bell & Brown Wealth Advisors's ConocoPhillips position peaked at $214K in Q4 2022.
2,451 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Bell & Brown Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.