Capital Advisors Wealth Management’s ConocoPhillips COP Stock Holding History

Capital Advisors 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 Q2	–	Sell	-1,795	Closed	-$237K	–	235
2026 Q1	$237K	Buy	+1,795	New	+$199K	0.03%	197
2023 Q3	–	Sell	-2,442	Closed	-$253K	–	139
2023 Q2	$253K	Buy	2,442 +160	+7%	+$16.4K	0.06%	112
2023 Q1	$226K	Buy	2,282 +410	+22%	+$44.9K	0.06%	116
2022 Q4	$221K	Buy	+1,872	New	+$228K	0.07%	113

Other funds holding COP

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

ANRF

Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

Capital Advisors Wealth Management's COP Position: Q2 2026 in Review

Capital Advisors Wealth Management sold out of ConocoPhillips (COP) in Q2 2026, closing a stake of 1,795 shares — an estimated $237K sold.

Capital Advisors Wealth Management first reported a position in COP in Q4 2022 and held it in 4 quarters. The position peaked at $253K in Q2 2023. 939 funds tracked by Wall St. Rank hold COP as of Q2 2026.

Capital Advisors Wealth Management reported no remaining ConocoPhillips position as of Q2 2026 after selling out during the quarter.
Capital Advisors Wealth Management sold 1,795 ConocoPhillips shares in Q2 2026, an estimated $237K.
Capital Advisors Wealth Management first reported a position in ConocoPhillips in Q4 2022 and held it in 4 quarters.
Capital Advisors Wealth Management's ConocoPhillips position peaked at $253K in Q2 2023.
939 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.