CAWM
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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
Q1 		$13.2K Buy
+100
New +$11.1K ﹤0.01% 219

Other funds holding COP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital Advisors Wealth Management's COP Position: Q1 2026 in Review

Capital Advisors Wealth Management opened a new position in ConocoPhillips (COP) in Q1 2026: 1,795 shares worth $237K. The stake represents 0.03% of the portfolio and ranks #197 among its holdings. This is a return to the name: Capital Advisors Wealth Management previously reported a position in COP as recently as Q2 2023.

Capital Advisors Wealth Management first reported a position in COP in Q4 2022 and has held it in 4 quarters since. The position peaked at $253K in Q2 2023. 2,558 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Capital Advisors Wealth Management held 1,795 shares of ConocoPhillips worth $237K as of Q1 2026.
  • ConocoPhillips was a new Capital Advisors Wealth Management position in Q1 2026.
  • ConocoPhillips made up 0.03% of Capital Advisors Wealth Management's portfolio in Q1 2026, its #197 holding.
  • Capital Advisors Wealth Management first reported a position in ConocoPhillips in Q4 2022 and has held it in 4 quarters since.
  • Capital Advisors Wealth Management's ConocoPhillips position peaked at $253K in Q2 2023.
  • 2,558 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.