Crux Wealth Advisors’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.4M Sell
13,440
-251
-2% -$29.7K 0.48% 63
2026
Q1
$1.81M Buy
13,691
+126
+0.9% +$14K 0.69% 43
2025
Q4
$1.27M Buy
13,565
+170
+1% +$15.4K 0.47% 67
2025
Q3
$1.27M Buy
13,395
+1,565
+13% +$148K 0.5% 61
2025
Q2
$1.06M Buy
11,830
+4,423
+60% +$398K 0.45% 65
2025
Q1
$778K Buy
7,407
+3,525
+91% +$352K 0.4% 77
2024
Q4
$385K Buy
+3,882
New +$412K 0.21% 112

Other funds holding COP

Crux Wealth Advisors's COP Position: Q2 2026 in Review

Crux Wealth Advisors reduced its ConocoPhillips (COP) stake by 1.8% in Q2 2026, selling an estimated $29.7K and leaving 13,440 shares worth $1.4M. The position accounts for 0.48% of the portfolio, ranked #63.

Crux Wealth Advisors first reported a position in COP in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.81M in Q1 2026. 855 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Crux Wealth Advisors held 13,440 shares of ConocoPhillips worth $1.4M as of Q2 2026.
  • Crux Wealth Advisors sold 251 ConocoPhillips shares in Q2 2026, an estimated $29.7K.
  • ConocoPhillips made up 0.48% of Crux Wealth Advisors's portfolio in Q2 2026, its #63 holding.
  • Crux Wealth Advisors first reported a position in ConocoPhillips in Q4 2024 and has held it in 7 quarters since.
  • Crux Wealth Advisors's ConocoPhillips position peaked at $1.81M in Q1 2026.
  • 855 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Crux Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.