Center for Wealth Management Advisory’s ConocoPhillips COP Stock Holding History

Center for Wealth Management Advisory’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	-17,514	Closed	-$2.31M	–	63
2026 Q1	$2.31M	Sell	17,514 -177	-1%	-$19.6K	1.66%	11
2025 Q4	$1.66M	Buy	+17,691	New	+$1.6M	1.22%	25

Other funds holding COP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Center for Wealth Management Advisory's COP Position: Q2 2026 in Review

Center for Wealth Management Advisory sold out of ConocoPhillips (COP) in Q2 2026, closing a stake of 17,514 shares — an estimated $2.31M sold.

Center for Wealth Management Advisory first reported a position in COP in Q4 2025 and held it in 2 quarters. The position peaked at $2.31M in Q1 2026. 2,464 funds tracked by Wall St. Rank hold COP as of Q2 2026.

Center for Wealth Management Advisory reported no remaining ConocoPhillips position as of Q2 2026 after selling out during the quarter.
Center for Wealth Management Advisory sold 17,514 ConocoPhillips shares in Q2 2026, an estimated $2.31M.
Center for Wealth Management Advisory first reported a position in ConocoPhillips in Q4 2025 and held it in 2 quarters.
Center for Wealth Management Advisory's ConocoPhillips position peaked at $2.31M in Q1 2026.
2,464 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.