Curio Wealth’s ConocoPhillips COP Stock Holding History

Curio 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 Q2	–	Sell	-152	Closed	-$20.1K	–	298
2026 Q1	$20.1K	Buy	152 +65	+75%	+$7.2K	0.01%	176
2025 Q4	$8K	Buy	87 +56	+181%	+$5.07K	﹤0.01%	261
2025 Q3	$2.95K	Sell	31 -25	-45%	-$2.36K	﹤0.01%	229
2025 Q2	$5.03K	Buy	56 +55	+5,500%	+$4.95K	﹤0.01%	236
2025 Q1	$5.55K	Buy	+1	New	+$100	﹤0.01%	260

Other funds holding COP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Curio Wealth's COP Position: Q2 2026 in Review

Curio Wealth sold out of ConocoPhillips (COP) in Q2 2026, closing a stake of 152 shares — an estimated $20.1K sold.

Curio Wealth first reported a position in COP in Q1 2025 and held it in 5 quarters. The position peaked at $20.1K in Q1 2026. 2,474 funds tracked by Wall St. Rank hold COP as of Q2 2026.

Curio Wealth reported no remaining ConocoPhillips position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 152 ConocoPhillips shares in Q2 2026, an estimated $20.1K.
Curio Wealth first reported a position in ConocoPhillips in Q1 2025 and held it in 5 quarters.
Curio Wealth's ConocoPhillips position peaked at $20.1K in Q1 2026.
2,474 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.