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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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
FRM
Foundation Resource Management Little Rock, Arkansas $860M AUM 38.08% 1-Year Est. Return

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

Curated Wealth Partners increased its ConocoPhillips (COP) stake by 3,234% in Q2 2026, buying an estimated $37.5M and bringing the position to 326,557 shares worth $1.12M. The position accounts for 0.14% of the portfolio, ranked #124.

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. 555 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Curated Wealth Partners held 326,557 shares of ConocoPhillips worth $1.12M as of Q2 2026.
  • Curated Wealth Partners bought 316,761 ConocoPhillips shares in Q2 2026, an estimated $37.5M.
  • ConocoPhillips made up 0.14% of Curated Wealth Partners's portfolio in Q2 2026, its #124 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.
  • 555 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.