Beverly Hills Private Wealth’s ConocoPhillips COP Stock Holding History

Beverly Hills Private Wealth’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	$363K	Buy	2,754 +181	+7%	+$20K	0.06%	229
2025 Q4	$241K	Sell	2,573 -260	-9%	-$23.5K	0.04%	289
2025 Q3	$268K	Hold	2,833	–	–	0.05%	290
2025 Q2	$254K	Sell	2,833 -240	-8%	-$21.6K	0.05%	299
2025 Q1	$323K	Sell	3,073 -398	-11%	-$39.7K	0.06%	245
2024 Q4	$344K	Sell	3,471 -20	-0.6%	-$2.12K	0.07%	230
2024 Q3	$367K	Buy	3,491 +14	+0.4%	+$1.54K	0.07%	230
2024 Q2	$398K	Sell	3,477 -282	-8%	-$34.2K	0.09%	223
2024 Q1	$478K	Sell	3,759 -269	-7%	-$30.7K	0.11%	197
2023 Q4	$468K	Buy	4,028 +2	+0%	+$234	0.12%	179
2023 Q3	$482K	Sell	4,026 -1,889	-32%	-$219K	0.14%	151
2023 Q2	$673K	Buy	5,915 +2,185	+59%	+$225K	0.11%	197
2023 Q1	$370K	Buy	+3,730	New	+$408K	0.11%	198

Other funds holding COP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Beverly Hills Private Wealth's COP Position: Q1 2026 in Review

Beverly Hills Private Wealth increased its ConocoPhillips (COP) stake by 7% in Q1 2026, buying an estimated $20K and bringing the position to 2,754 shares worth $363K. The position accounts for 0.06% of the portfolio, ranked #229.

Beverly Hills Private Wealth first reported a position in COP in Q1 2023 and has held it in 13 quarters since. The position peaked at $673K in Q2 2023. 2,560 funds tracked by Wall St. Rank hold COP as of Q1 2026.

Beverly Hills Private Wealth held 2,754 shares of ConocoPhillips worth $363K as of Q1 2026.
Beverly Hills Private Wealth bought 181 ConocoPhillips shares in Q1 2026, an estimated $20K.
ConocoPhillips made up 0.06% of Beverly Hills Private Wealth's portfolio in Q1 2026, its #229 holding.
Beverly Hills Private Wealth first reported a position in ConocoPhillips in Q1 2023 and has held it in 13 quarters since.
Beverly Hills Private Wealth's ConocoPhillips position peaked at $673K in Q2 2023.
2,560 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2026, filed 4 May 2026.