Brady Martz Wealth Solutions’s ConocoPhillips COP Stock Holding History

Brady Martz Wealth Solutions’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	$1.88M	Buy	15,004 +4,755	+46%	+$589K	0.28%	74
2026 Q2	$1.07M	Buy	10,249 +750	+8%	+$88.9K	0.16%	99
2026 Q1	$1.25M	Buy	9,499 +29	+0.3%	+$3.21K	0.21%	84
2025 Q4	$886K	Sell	9,470 -49	-0.5%	-$4.43K	0.16%	98
2025 Q3	$900K	Hold	9,519	–	–	0.16%	95
2025 Q2	$854K	Buy	9,519 +1,229	+15%	+$111K	0.17%	97
2025 Q1	$871K	Sell	8,290 -173	-2%	-$17.3K	0.2%	91
2024 Q4	$888K	Buy	+8,463	New	+$899K	0.21%	86

Other funds holding COP

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Brady Martz Wealth Solutions's COP Position: Q3 2026 in Review

Brady Martz Wealth Solutions increased its ConocoPhillips (COP) stake by 46% in Q3 2026, buying an estimated $589K and bringing the position to 15,004 shares worth $1.88M. The position accounts for 0.28% of the portfolio, ranked #74.

Brady Martz Wealth Solutions first reported a position in COP in Q4 2024 and has held it in 8 quarters since. 2,265 funds tracked by Wall St. Rank hold COP as of Q3 2026.

Brady Martz Wealth Solutions held 15,004 shares of ConocoPhillips worth $1.88M as of Q3 2026.
Brady Martz Wealth Solutions bought 4,755 ConocoPhillips shares in Q3 2026, an estimated $589K.
ConocoPhillips made up 0.28% of Brady Martz Wealth Solutions's portfolio in Q3 2026, its #74 holding.
Brady Martz Wealth Solutions first reported a position in ConocoPhillips in Q4 2024 and has held it in 8 quarters since.
2,265 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q3 2026, filed 5 Nov 2026.