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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Curio Wealth's COP Position: Q1 2026 in Review

Curio Wealth increased its ConocoPhillips (COP) stake by 75% in Q1 2026, buying an estimated $7.2K and bringing the position to 152 shares worth $20.1K. The position accounts for 0.01% of the portfolio, ranked #176.

Curio Wealth first reported a position in COP in Q1 2025 and has held it in 5 quarters since. 2,560 funds tracked by Wall St. Rank hold COP as of Q1 2026.

Curio Wealth held 152 shares of ConocoPhillips worth $20.1K as of Q1 2026.
Curio Wealth bought 65 ConocoPhillips shares in Q1 2026, an estimated $7.2K.
ConocoPhillips made up 0.01% of Curio Wealth's portfolio in Q1 2026, its #176 holding.
Curio Wealth first reported a position in ConocoPhillips in Q1 2025 and has held it in 5 quarters since.
2,560 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Curio Wealth's 13F filing for Q1 2026, filed 12 May 2026.