Carson Wealth (CWM LLC)
COP icon

Carson Wealth (CWM LLC)’s ConocoPhillips COP Stock Holding History

Carson Wealth (CWM LLC)’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
2014
Q1 		– Sell
-203
Closed -$77K – 220
2013
Q4 		$77K Buy
+203
New +$14.6K 0.01% 220

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

Carson Wealth (CWM LLC)'s COP Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its ConocoPhillips (COP) stake by 6.3% in Q1 2026, selling an estimated $833K and leaving 111,961 shares worth $14.8M. The position accounts for 0.04% of the portfolio, ranked #421.

Carson Wealth (CWM LLC) first reported a position in COP in Q3 2013 and has held it in 50 quarters since. 2,559 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 111,961 shares of ConocoPhillips worth $14.8M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 7,521 ConocoPhillips shares in Q1 2026, an estimated $833K.
  • ConocoPhillips made up 0.04% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #421 holding.
  • Carson Wealth (CWM LLC) first reported a position in ConocoPhillips in Q3 2013 and has held it in 50 quarters since.
  • 2,559 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.