Curated Wealth Partners
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Curated Wealth Partners’s ConocoPhillips COP Stock Holding History

Curated 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
Q3 		$912K Buy
7,289
+3,121
+75% +$387K 0.08% 147
2026
Q2 		$433K Sell
4,168
-5,628
-57% -$667K 0.05% 123
2026
Q1 		$1.29M Sell
9,796
-3,372
-26% -$373K 0.16% 49
2025
Q4 		$1.23M Sell
13,168
-1,913
-13% -$173K 0.13% 58
2025
Q3 		$1.43M Buy
15,081
+32
+0.2% +$3.02K 0.17% 37
2025
Q2 		$1.35M Sell
15,049
-1,897
-11% -$171K 0.16% 38
2025
Q1 		$1.78M Buy
16,946
+1,579
+10% +$157K 0.23% 29
2024
Q4 		$1.52M Buy
15,367
+1,478
+11% +$157K 0.17% 34
2024
Q3 		$1.46M Buy
13,889
+2,464
+22% +$271K 0.19% 32
2024
Q2 		$1.31M Buy
+11,425
New +$1.39M 0.18% 32
2024
Q1 		– Sell
-11,777
Closed -$1.34M – 170
2023
Q4 		$1.37M Buy
11,777
+693
+6% +$81.1K 0.22% 29
2023
Q3 		$1.33M Sell
11,084
-444
-4% -$51.5K 0.24% 26
2023
Q2 		$1.19M Sell
11,528
-2,198
-16% -$226K 0.23% 28
2023
Q1 		$1.36M Buy
13,726
+2,781
+25% +$304K 0.31% 24
2022
Q4 		$1.29M Sell
10,945
-2,269
-17% -$276K 0.31% 25
2022
Q3 		$1.35M Sell
13,214
-129
-1% -$12.9K 0.4% 19
2022
Q2 		$1.2M Buy
+13,343
New +$1.37M 0.35% 26

Other funds holding COP

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Curated Wealth Partners's COP Position: Q3 2026 in Review

Curated Wealth Partners increased its ConocoPhillips (COP) stake by 75% in Q3 2026, buying an estimated $387K and bringing the position to 7,289 shares worth $912K. The position accounts for 0.08% of the portfolio, ranked #147.

Curated Wealth Partners first reported a position in COP in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.78M in Q1 2025. 1,899 funds tracked by Wall St. Rank hold COP as of Q3 2026.

  • Curated Wealth Partners held 7,289 shares of ConocoPhillips worth $912K as of Q3 2026.
  • Curated Wealth Partners bought 3,121 ConocoPhillips shares in Q3 2026, an estimated $387K.
  • ConocoPhillips made up 0.08% of Curated Wealth Partners's portfolio in Q3 2026, its #147 holding.
  • Curated Wealth Partners first reported a position in ConocoPhillips in Q2 2022 and has held it in 17 quarters since.
  • Curated Wealth Partners's ConocoPhillips position peaked at $1.78M in Q1 2025.
  • 1,899 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.