CM Wealth Advisors’s ConocoPhillips COP Stock Holding History

CM 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 Q1	$328K	Buy	2,486 +10	+0.4%	+$1.11K	0.07%	106
2025 Q4	$232K	Buy	+2,476	New	+$224K	0.05%	132
2024 Q3	–	Sell	-1,767	Closed	-$202K	–	85
2024 Q2	$202K	Sell	1,767 -4,964	-74%	-$603K	0.1%	72
2024 Q1	$832K	Buy	+6,731	New	+$768K	0.24%	42
2023 Q3	–	Sell	-5,302	Closed	-$615K	–	96
2023 Q2	$615K	Sell	5,302 -18,267	-78%	-$1.88M	0.2%	55
2023 Q1	$2.37M	Buy	+23,569	New	+$2.58M	0.46%	35

Other funds holding COP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

CM Wealth Advisors's COP Position: Q1 2026 in Review

CM Wealth Advisors increased its ConocoPhillips (COP) stake by 0.4% in Q1 2026, buying an estimated $1.11K and bringing the position to 2,486 shares worth $328K. The position accounts for 0.07% of the portfolio, ranked #106.

CM Wealth Advisors first reported a position in COP in Q1 2023 and has held it in 6 quarters since. The position peaked at $2.37M in Q1 2023. 2,560 funds tracked by Wall St. Rank hold COP as of Q1 2026.

CM Wealth Advisors held 2,486 shares of ConocoPhillips worth $328K as of Q1 2026.
CM Wealth Advisors bought 10 ConocoPhillips shares in Q1 2026, an estimated $1.11K.
ConocoPhillips made up 0.07% of CM Wealth Advisors's portfolio in Q1 2026, its #106 holding.
CM Wealth Advisors first reported a position in ConocoPhillips in Q1 2023 and has held it in 6 quarters since.
CM Wealth Advisors's ConocoPhillips position peaked at $2.37M in Q1 2023.
2,560 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on CM Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.