BXM Wealth’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$491K Buy
4,722
+1,750
+59% +$207K 0.27% 89
2026
Q1
$392K Sell
2,972
-37,044
-93% -$4.1M 0.3% 79
2025
Q4
$241K Buy
40,016
+34,961
+692% +$3.16M 0.19% 112
2025
Q3
$478K Buy
5,055
+1,850
+58% +$175K 0.45% 60
2025
Q2
$288K Sell
3,205
-200
-6% -$18K 0.34% 80
2025
Q1
$349K Sell
3,405
-4,440
-57% -$443K 0.42% 69
2024
Q4
$778K Buy
+7,845
New +$833K 1.09% 28

Other funds holding COP

BXM Wealth's COP Position: Q2 2026 in Review

BXM Wealth increased its ConocoPhillips (COP) stake by 59% in Q2 2026, buying an estimated $207K and bringing the position to 4,722 shares worth $491K. The position accounts for 0.27% of the portfolio, ranked #89.

BXM Wealth first reported a position in COP in Q4 2024 and has held it in 7 quarters since. The position peaked at $778K in Q4 2024. 803 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • BXM Wealth held 4,722 shares of ConocoPhillips worth $491K as of Q2 2026.
  • BXM Wealth bought 1,750 ConocoPhillips shares in Q2 2026, an estimated $207K.
  • ConocoPhillips made up 0.27% of BXM Wealth's portfolio in Q2 2026, its #89 holding.
  • BXM Wealth first reported a position in ConocoPhillips in Q4 2024 and has held it in 7 quarters since.
  • BXM Wealth's ConocoPhillips position peaked at $778K in Q4 2024.
  • 803 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.