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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
2024
Q2 		– Sell
-11,334
Closed -$1.44M – 165
2024
Q1 		$1.44M Buy
+11,334
New +$1.29M 0.21% 28

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

Curated Wealth Partners's COP Position: Q2 2026 in Review

Curated Wealth Partners reduced its ConocoPhillips (COP) stake by 57% in Q2 2026, selling an estimated $667K and leaving 4,168 shares worth $433K. The position accounts for 0.05% of the portfolio, ranked #123.

Curated Wealth Partners first reported a position in COP in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.78M in Q1 2025. 2,465 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Curated Wealth Partners held 4,168 shares of ConocoPhillips worth $433K as of Q2 2026.
  • Curated Wealth Partners sold 5,628 ConocoPhillips shares in Q2 2026, an estimated $667K.
  • ConocoPhillips made up 0.05% of Curated Wealth Partners's portfolio in Q2 2026, its #123 holding.
  • Curated Wealth Partners first reported a position in ConocoPhillips in Q2 2022 and has held it in 16 quarters since.
  • Curated Wealth Partners's ConocoPhillips position peaked at $1.78M in Q1 2025.
  • 2,465 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.