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Bernard Wealth Management’s ConocoPhillips COP Stock Holding History

Bernard 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
Q1 		$12.5K Hold
95
– – 0.01% 216
2025
Q4 		$8.89K Hold
95
– – ﹤0.01% 229
2025
Q3 		$8.99K Hold
95
– – ﹤0.01% 222
2025
Q2 		$8.53K Sell
95
-38
-29% -$3.42K ﹤0.01% 221
2025
Q1 		$14K Buy
133
+38
+40% +$3.79K 0.01% 206
2024
Q4 		$9.42K Buy
+95
New +$10.1K ﹤0.01% 217

Other funds holding COP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bernard Wealth Management's COP Position: Q1 2026 in Review

Bernard Wealth Management held its ConocoPhillips (COP) position steady in Q1 2026 at 95 shares worth $12.5K. The position accounts for 0.01% of the portfolio, ranked #216.

Bernard Wealth Management first reported a position in COP in Q4 2024 and has held it in 6 quarters since. The position peaked at $14K in Q1 2025. 2,560 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Bernard Wealth Management held 95 shares of ConocoPhillips worth $12.5K as of Q1 2026.
  • Bernard Wealth Management left its ConocoPhillips share count unchanged in Q1 2026.
  • ConocoPhillips made up 0.01% of Bernard Wealth Management's portfolio in Q1 2026, its #216 holding.
  • Bernard Wealth Management first reported a position in ConocoPhillips in Q4 2024 and has held it in 6 quarters since.
  • Bernard Wealth Management's ConocoPhillips position peaked at $14K in Q1 2025.
  • 2,560 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.