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CFM Wealth Partners’s ConocoPhillips COP Stock Holding History

CFM Wealth Partners’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 		$868K Sell
8,348
-370
-4% -$43.9K 0.11% 84
2026
Q1 		$1.15M Sell
8,718
-1,139
-12% -$126K 0.17% 76
2025
Q4 		$923K Sell
9,857
-1,349
-12% -$122K 0.13% 80
2025
Q3 		$1.06M Buy
11,206
+763
+7% +$72.1K 0.15% 75
2025
Q2 		$937K Sell
10,443
-79
-0.8% -$7.11K 0.15% 77
2025
Q1 		$1.11M Buy
10,522
+720
+7% +$71.8K 0.19% 77
2024
Q4 		$972K Sell
9,802
-1,119
-10% -$119K 0.16% 81
2024
Q3 		$1.15M Sell
10,921
-2,775
-20% -$305K 0.2% 73
2024
Q2 		$1.57M Buy
13,696
+2,003
+17% +$243K 0.29% 66
2024
Q1 		$1.49M Buy
11,693
+44
+0.4% +$5.02K 0.3% 64
2023
Q4 		$1.35M Sell
11,649
-1,045
-8% -$122K 0.31% 67
2023
Q3 		$1.52M Sell
12,694
-18
-0.1% -$2.09K 0.4% 56
2023
Q2 		$1.32M Sell
12,712
-419
-3% -$43.1K 0.32% 68
2023
Q1 		$1.3M Sell
13,131
-114
-0.9% -$12.5K 0.35% 66
2022
Q4 		$1.56M Sell
13,245
-1,286
-9% -$156K 0.47% 61
2022
Q3 		$1.49M Buy
14,531
+60
+0.4% +$5.99K 0.48% 56
2022
Q2 		$1.3M Sell
14,471
-1,696
-10% -$175K 0.39% 64
2022
Q1 		$1.62M Sell
16,167
-837
-5% -$77K 0.39% 66
2021
Q4 		$1.25M Sell
17,004
-1,601
-9% -$117K 0.28% 73
2021
Q3 		$1.26M Sell
18,605
-218
-1% -$12.6K 0.32% 64
2021
Q2 		$1.15M Sell
18,823
-89
-0.5% -$4.96K 0.3% 69
2021
Q1 		$1M Sell
18,912
-94
-0.5% -$4.63K 0.3% 74
2020
Q4 		$760K Sell
19,006
-386
-2% -$14.2K 0.24% 78
2020
Q3 		$636K Hold
19,392
– – 0.23% 74
2020
Q2 		$814K Sell
19,392
-534
-3% -$21.6K 0.31% 66
2020
Q1 		$614K Sell
19,926
-100
-0.5% -$5.09K 0.29% 70
2019
Q4 		$1.3M Buy
+20,026
New +$1.18M 0.48% 44

Other funds holding COP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

CFM Wealth Partners's COP Position: Q2 2026 in Review

CFM Wealth Partners reduced its ConocoPhillips (COP) stake by 4.2% in Q2 2026, selling an estimated $43.9K and leaving 8,348 shares worth $868K. The position accounts for 0.11% of the portfolio, ranked #84.

CFM Wealth Partners first reported a position in COP in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.62M in Q1 2022. 2,474 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • CFM Wealth Partners held 8,348 shares of ConocoPhillips worth $868K as of Q2 2026.
  • CFM Wealth Partners sold 370 ConocoPhillips shares in Q2 2026, an estimated $43.9K.
  • ConocoPhillips made up 0.11% of CFM Wealth Partners's portfolio in Q2 2026, its #84 holding.
  • CFM Wealth Partners first reported a position in ConocoPhillips in Q4 2019 and has held it in 27 quarters since.
  • CFM Wealth Partners's ConocoPhillips position peaked at $1.62M in Q1 2022.
  • 2,474 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on CFM Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.