Congress Wealth Management’s ConocoPhillips COP Stock Holding History

Congress Wealth Management’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
2025 Q2	$16M	Buy	178,054 +11,157	+7%	+$1M	0.15%	164
2025 Q1	$17.5M	Buy	166,897 +22,183	+15%	+$2.21M	0.21%	123
2024 Q4	$14.4M	Sell	144,714 -3,978	-3%	-$422K	0.2%	151
2024 Q3	$15.7M	Buy	148,692 +4,344	+3%	+$477K	0.21%	143
2024 Q2	$16.5M	Buy	144,348 +10,473	+8%	+$1.27M	0.26%	103
2024 Q1	$17M	Sell	133,875 -2,508	-2%	-$286K	0.29%	92
2023 Q4	$15.8M	Buy	136,383 +3,277	+2%	+$383K	0.29%	87
2023 Q3	$15.9M	Buy	133,106 +515	+0.4%	+$59.8K	0.33%	67
2023 Q2	$13.7M	Buy	132,591 +952	+0.7%	+$97.8K	0.32%	81
2023 Q1	$13.1M	Sell	131,639 -918	-0.7%	-$100K	0.31%	79
2022 Q4	$15.6M	Buy	132,557 +887	+0.7%	+$108K	0.4%	53
2022 Q3	$13.5M	Hold	131,670	–	–	0.36%	60
2022 Q2	$11.8M	Sell	131,670 -365	-0.3%	-$37.6K	0.3%	82
2022 Q1	$13.2M	Sell	132,035 -2,257	-2%	-$208K	0.29%	94
2021 Q4	$9.69M	Buy	+134,292	New	+$9.78M	0.19%	155

Other funds holding COP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Congress Wealth Management's COP Position: Q2 2025 in Review

Congress Wealth Management increased its ConocoPhillips (COP) stake by 6.7% in Q2 2025, buying an estimated $1M and bringing the position to 178,054 shares worth $16M. The position accounts for 0.15% of the portfolio, ranked #164.

Congress Wealth Management first reported a position in COP in Q4 2021 and has held it in 15 quarters since. The position peaked at $17.5M in Q1 2025. 2,292 funds tracked by Wall St. Rank hold COP as of Q2 2025.

Congress Wealth Management held 178,054 shares of ConocoPhillips worth $16M as of Q2 2025.
Congress Wealth Management bought 11,157 ConocoPhillips shares in Q2 2025, an estimated $1M.
ConocoPhillips made up 0.15% of Congress Wealth Management's portfolio in Q2 2025, its #164 holding.
Congress Wealth Management first reported a position in ConocoPhillips in Q4 2021 and has held it in 15 quarters since.
Congress Wealth Management's ConocoPhillips position peaked at $17.5M in Q1 2025.
2,292 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.