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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
Q2 		$251K Sell
2,412
-342
-12% -$40.5K 0.05% 220
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Beverly Hills Private Wealth's COP Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its ConocoPhillips (COP) stake by 12% in Q2 2026, selling an estimated $40.5K and leaving 2,412 shares worth $251K. The position accounts for 0.05% of the portfolio, ranked #220.

Beverly Hills Private Wealth first reported a position in COP in Q1 2023 and has held it in 14 quarters since. The position peaked at $673K in Q2 2023. 2,474 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Beverly Hills Private Wealth held 2,412 shares of ConocoPhillips worth $251K as of Q2 2026.
  • Beverly Hills Private Wealth sold 342 ConocoPhillips shares in Q2 2026, an estimated $40.5K.
  • ConocoPhillips made up 0.05% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #220 holding.
  • Beverly Hills Private Wealth first reported a position in ConocoPhillips in Q1 2023 and has held it in 14 quarters since.
  • Beverly Hills Private Wealth's ConocoPhillips position peaked at $673K in Q2 2023.
  • 2,474 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.