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Carolina Wealth Advisors’s ConocoPhillips COP Stock Holding History

Carolina Wealth Advisors’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
2025
Q3 		– Sell
-81
Closed -$7.27K – 246
2025
Q2 		$7.27K Hold
81
– – ﹤0.01% 163
2025
Q1 		$8.51K Hold
81
– – ﹤0.01% 146
2024
Q4 		$8.03K Hold
81
– – ﹤0.01% 155
2024
Q3 		$8.53K Buy
+81
New +$8.9K ﹤0.01% 178
2020
Q2 		– Sell
-86
Closed -$3K – 170
2020
Q1 		$3K Hold
86
– – ﹤0.01% 143
2019
Q4 		$6K Buy
+86
New +$5.06K 0.01% 144

Other funds holding COP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Carolina Wealth Advisors's COP Position: Q3 2025 in Review

Carolina Wealth Advisors sold out of ConocoPhillips (COP) in Q3 2025, closing a stake of 81 shares — an estimated $7.27K sold.

Carolina Wealth Advisors first reported a position in COP in Q4 2019 and held it in 6 quarters. The position peaked at $8.53K in Q3 2024. 2,286 funds tracked by Wall St. Rank hold COP as of Q3 2025.

  • Carolina Wealth Advisors reported no remaining ConocoPhillips position as of Q3 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 81 ConocoPhillips shares in Q3 2025, an estimated $7.27K.
  • Carolina Wealth Advisors first reported a position in ConocoPhillips in Q4 2019 and held it in 6 quarters.
  • Carolina Wealth Advisors's ConocoPhillips position peaked at $8.53K in Q3 2024.
  • 2,286 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2025.

Based on Carolina Wealth Advisors's 13F filing for Q3 2025, filed 7 Oct 2025.