CLA (CliftonLarsonAllen) Wealth Advisors’s ConocoPhillips COP Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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	$1.1M	Buy	+10,537	New	+$1.25M	0.01%	191

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

CLA (CliftonLarsonAllen) Wealth Advisors's COP Position: Q2 2026 in Review

CLA (CliftonLarsonAllen) Wealth Advisors opened a new position in ConocoPhillips (COP) in Q2 2026: 10,537 shares worth $1.1M. The stake represents 0.01% of the portfolio and ranks #191 among its holdings.

2,456 funds tracked by Wall St. Rank hold COP as of Q2 2026.

CLA (CliftonLarsonAllen) Wealth Advisors held 10,537 shares of ConocoPhillips worth $1.1M as of Q2 2026.
ConocoPhillips was a new CLA (CliftonLarsonAllen) Wealth Advisors position in Q2 2026.
ConocoPhillips made up 0.01% of CLA (CliftonLarsonAllen) Wealth Advisors's portfolio in Q2 2026, its #191 holding.
2,456 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.