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Concord Wealth Partners’s ConocoPhillips COP Stock Holding History

Concord 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 		$3.94M Buy
37,897
+2,626
+7% +$311K 0.45% 54
2026
Q1 		$4.66M Buy
35,271
+2,516
+8% +$279K 0.6% 37
2025
Q4 		$3.07M Buy
32,755
+388
+1% +$35.1K 0.4% 59
2025
Q3 		$3.06M Buy
32,367
+410
+1% +$38.8K 0.42% 51
2025
Q2 		$2.87M Buy
31,957
+130
+0.4% +$11.7K 0.42% 53
2025
Q1 		$3.34M Sell
31,827
-4,557
-13% -$454K 0.55% 45
2024
Q4 		$3.61M Buy
36,384
+17,640
+94% +$1.87M 0.59% 38
2024
Q3 		$1.97M Buy
18,744
+1,318
+8% +$145K 0.33% 66
2024
Q2 		$1.99M Buy
17,426
+1,291
+8% +$157K 0.35% 64
2024
Q1 		$2.05M Buy
16,135
+3,609
+29% +$412K 0.37% 66
2023
Q4 		$1.45M Buy
12,526
+4,957
+65% +$580K 0.29% 74
2023
Q3 		$907K Buy
7,569
+2,128
+39% +$247K 0.19% 82
2023
Q2 		$564K Buy
5,441
+1,700
+45% +$175K 0.12% 107
2023
Q1 		$371K Buy
3,741
+2,611
+231% +$286K 0.11% 102
2022
Q4 		$133K Buy
+1,130
New +$137K 0.04% 207
2022
Q3 		– Sell
-1,704
Closed -$153K – 339
2022
Q2 		$153K Buy
1,704
+516
+43% +$53.2K 0.04% 194
2022
Q1 		$119K Buy
1,188
+189
+19% +$17.4K 0.03% 269
2021
Q4 		$72K Buy
999
+657
+192% +$47.9K 0.02% 370
2021
Q3 		$23K Sell
342
-174
-34% -$10K 0.01% 354
2021
Q2 		$31K Sell
516
-124
-19% -$6.91K 0.01% 419
2021
Q1 		$34K Buy
640
+186
+41% +$9.17K 0.01% 392
2020
Q4 		$18K Buy
+454
New +$16.7K 0.01% 319

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

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

Concord Wealth Partners increased its ConocoPhillips (COP) stake by 7.4% in Q2 2026, buying an estimated $311K and bringing the position to 37,897 shares worth $3.94M. The position accounts for 0.45% of the portfolio, ranked #54.

Concord Wealth Partners first reported a position in COP in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.66M in Q1 2026. 2,459 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Concord Wealth Partners held 37,897 shares of ConocoPhillips worth $3.94M as of Q2 2026.
  • Concord Wealth Partners bought 2,626 ConocoPhillips shares in Q2 2026, an estimated $311K.
  • ConocoPhillips made up 0.45% of Concord Wealth Partners's portfolio in Q2 2026, its #54 holding.
  • Concord Wealth Partners first reported a position in ConocoPhillips in Q4 2020 and has held it in 22 quarters since.
  • Concord Wealth Partners's ConocoPhillips position peaked at $4.66M in Q1 2026.
  • 2,459 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.