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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
Q3 		$226K Buy
+1,805
New +$224K 0.03% 217
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

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

Capital Advisors Wealth Management's COP Position: Q3 2026 in Review

Capital Advisors Wealth Management opened a new position in ConocoPhillips (COP) in Q3 2026: 1,805 shares worth $226K. The stake represents 0.03% of the portfolio and ranks #217 among its holdings. This is a return to the name: Capital Advisors Wealth Management previously reported a position in COP as recently as Q1 2026.

Capital Advisors Wealth Management first reported a position in COP in Q4 2022 and has held it in 5 quarters since. The position peaked at $253K in Q2 2023. 134 funds tracked by Wall St. Rank hold COP as of Q3 2026.

  • Capital Advisors Wealth Management held 1,805 shares of ConocoPhillips worth $226K as of Q3 2026.
  • ConocoPhillips was a new Capital Advisors Wealth Management position in Q3 2026.
  • ConocoPhillips made up 0.03% of Capital Advisors Wealth Management's portfolio in Q3 2026, its #217 holding.
  • Capital Advisors Wealth Management first reported a position in ConocoPhillips in Q4 2022 and has held it in 5 quarters since.
  • Capital Advisors Wealth Management's ConocoPhillips position peaked at $253K in Q2 2023.
  • 134 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.