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Copia Wealth Management’s ConocoPhillips COP Stock Holding History

Copia 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
2026
Q2 		$8.21K Buy
79
+9
+13% +$1.07K ﹤0.01% 365
2026
Q1 		$9.24K Hold
70
– – 0.01% 327
2025
Q4 		$6.55K Hold
70
– – ﹤0.01% 356
2025
Q3 		$6.62K Hold
70
– – ﹤0.01% 342
2025
Q2 		$6.28K Hold
70
– – 0.01% 323
2025
Q1 		$7.35K Hold
70
– – 0.01% 306
2024
Q4 		$6.94K Buy
+70
New +$7.43K 0.01% 293

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

Copia Wealth Management's COP Position: Q2 2026 in Review

Copia Wealth Management increased its ConocoPhillips (COP) stake by 13% in Q2 2026, buying an estimated $1.07K and bringing the position to 79 shares worth $8.21K. The position accounts for ﹤0.01% of the portfolio, ranked #365.

Copia Wealth Management first reported a position in COP in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.24K in Q1 2026. 2,448 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Copia Wealth Management held 79 shares of ConocoPhillips worth $8.21K as of Q2 2026.
  • Copia Wealth Management bought 9 ConocoPhillips shares in Q2 2026, an estimated $1.07K.
  • ConocoPhillips made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #365 holding.
  • Copia Wealth Management first reported a position in ConocoPhillips in Q4 2024 and has held it in 7 quarters since.
  • Copia Wealth Management's ConocoPhillips position peaked at $9.24K in Q1 2026.
  • 2,448 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.