Crestmont Private Wealth’s ConocoPhillips COP Stock Holding History

Crestmont Private Wealth’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	$760K	Buy	5,757 +194	+3%	+$21.5K	0.24%	34
2025 Q4	$521K	Sell	5,563 -1	-0%	-$90	0.17%	51
2025 Q3	$526K	Hold	5,564	–	–	0.17%	50
2025 Q2	$499K	Buy	5,564 +1	+0%	+$90	0.18%	44
2025 Q1	$584K	Hold	5,563	–	–	0.25%	35
2024 Q4	$552K	Buy	5,563 +2,134	+62%	+$227K	0.25%	29
2024 Q3	$361K	Hold	3,429	–	–	0.16%	48
2024 Q2	$392K	Sell	3,429 -100	-3%	-$12.1K	0.19%	39
2024 Q1	$449K	Sell	3,529 -42	-1%	-$4.79K	0.22%	28
2023 Q4	$414K	Sell	3,571 -63	-2%	-$7.37K	0.21%	18
2023 Q3	$435K	Sell	3,634 -65	-2%	-$7.55K	0.27%	13
2023 Q2	$383K	Hold	3,699	–	–	0.22%	31
2023 Q1	$367K	Hold	3,699	–	–	0.24%	21
2022 Q4	$437K	Buy	+3,699	New	+$450K	0.3%	15
2022 Q1	–	Sell	-1	Closed	–	–	56
2021 Q4	$0	Buy	+1	New	+$73	﹤0.01%	41

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

Crestmont Private Wealth's COP Position: Q1 2026 in Review

Crestmont Private Wealth increased its ConocoPhillips (COP) stake by 3.5% in Q1 2026, buying an estimated $21.5K and bringing the position to 5,757 shares worth $760K. The position accounts for 0.24% of the portfolio, ranked #34.

Crestmont Private Wealth first reported a position in COP in Q4 2021 and has held it in 15 quarters since. 2,560 funds tracked by Wall St. Rank hold COP as of Q1 2026.

Crestmont Private Wealth held 5,757 shares of ConocoPhillips worth $760K as of Q1 2026.
Crestmont Private Wealth bought 194 ConocoPhillips shares in Q1 2026, an estimated $21.5K.
ConocoPhillips made up 0.24% of Crestmont Private Wealth's portfolio in Q1 2026, its #34 holding.
Crestmont Private Wealth first reported a position in ConocoPhillips in Q4 2021 and has held it in 15 quarters since.
2,560 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

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