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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
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
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

Center for Wealth Management Advisory's COP Position: Q1 2026 in Review

Center for Wealth Management Advisory reduced its ConocoPhillips (COP) stake by 1% in Q1 2026, selling an estimated $19.6K and leaving 17,514 shares worth $2.31M. The position accounts for 1.66% of the portfolio, ranked #11.

Center for Wealth Management Advisory first reported a position in COP in Q4 2025 and has held it in 2 quarters since. 2,558 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Center for Wealth Management Advisory held 17,514 shares of ConocoPhillips worth $2.31M as of Q1 2026.
  • Center for Wealth Management Advisory sold 177 ConocoPhillips shares in Q1 2026, an estimated $19.6K.
  • ConocoPhillips made up 1.66% of Center for Wealth Management Advisory's portfolio in Q1 2026, its #11 holding.
  • Center for Wealth Management Advisory first reported a position in ConocoPhillips in Q4 2025 and has held it in 2 quarters since.
  • 2,558 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Center for Wealth Management Advisory's 13F filing for Q1 2026, filed 24 Apr 2026.