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Chung Wu Investment Group’s ConocoPhillips COP Stock Holding History

Chung Wu Investment Group’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 		$15.6K Hold
150
– – 0.01% 217
2026
Q1 		$19.8K Hold
150
– – 0.02% 174
2025
Q4 		$14K Hold
150
– – 0.01% 196
2025
Q3 		$14.2K Hold
150
– – 0.01% 196
2025
Q2 		$13.5K Buy
+150
New +$13.5K 0.01% 188

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 $3.37T AUM 44.26% 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

Chung Wu Investment Group's COP Position: Q2 2026 in Review

Chung Wu Investment Group held its ConocoPhillips (COP) position steady in Q2 2026 at 150 shares worth $15.6K. The position accounts for 0.01% of the portfolio, ranked #217.

Chung Wu Investment Group first reported a position in COP in Q2 2025 and has held it in 5 quarters since. The position peaked at $19.8K in Q1 2026. 2,448 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Chung Wu Investment Group held 150 shares of ConocoPhillips worth $15.6K as of Q2 2026.
  • Chung Wu Investment Group left its ConocoPhillips share count unchanged in Q2 2026.
  • ConocoPhillips made up 0.01% of Chung Wu Investment Group's portfolio in Q2 2026, its #217 holding.
  • Chung Wu Investment Group first reported a position in ConocoPhillips in Q2 2025 and has held it in 5 quarters since.
  • Chung Wu Investment Group's ConocoPhillips position peaked at $19.8K in Q1 2026.
  • 2,448 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.