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CWS Financial Advisors’s ConocoPhillips COP Stock Holding History

CWS Financial Advisors’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 		$508K Buy
3,849
+5
+0.1% +$554 0.13% 96
2025
Q4 		$360K Sell
3,844
-94
-2% -$8.5K 0.1% 109
2025
Q3 		$372K Sell
3,938
-50
-1% -$4.73K 0.1% 107
2025
Q2 		$358K Sell
3,988
-23
-0.6% -$2.07K 0.1% 102
2025
Q1 		$421K Buy
4,011
+3
+0.1% +$299 0.13% 87
2024
Q4 		$398K Buy
4,008
+154
+4% +$16.4K 0.13% 89
2024
Q3 		$406K Sell
3,854
-89
-2% -$9.78K 0.14% 79
2024
Q2 		$451K Buy
3,943
+442
+13% +$53.7K 0.18% 64
2024
Q1 		$446K Sell
3,501
-3,621
-51% -$413K 0.18% 58
2023
Q4 		$827K Sell
7,122
-693
-9% -$81.1K 0.31% 48
2023
Q3 		$936K Buy
7,815
+646
+9% +$75K 0.38% 46
2023
Q2 		$743K Sell
7,169
-726
-9% -$74.6K 0.28% 56
2023
Q1 		$783K Sell
7,895
-367
-4% -$40.2K 0.31% 54
2022
Q4 		$438K Buy
8,262
+607
+8% +$73.8K 0.19% 83
2022
Q3 		$783K Buy
7,655
+1
+0% +$100 0.37% 41
2022
Q2 		$687K Buy
7,654
+301
+4% +$31K 0.31% 57
2022
Q1 		$735K Buy
7,353
+2
+0% +$184 0.28% 65
2021
Q4 		$531K Buy
+7,351
New +$536K 0.19% 77
2021
Q2 		$450K Sell
7,382
-880
-11% -$49K 0.18% 86
2021
Q1 		$438K Sell
8,262
-287
-3% -$14.1K 0.19% 83
2020
Q4 		$342K Buy
8,549
+53
+0.6% +$1.95K 0.2% 90
2020
Q3 		$279K Sell
8,496
-398
-4% -$15.1K 0.19% 98
2020
Q2 		$374K Sell
8,894
-24
-0.3% -$971 0.27% 77
2020
Q1 		$580K Sell
8,918
-568
-6% -$28.9K 0.43% 41
2019
Q4 		$617K Buy
+9,486
New +$558K 0.45% 40

Other funds holding COP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

CWS Financial Advisors's COP Position: Q1 2026 in Review

CWS Financial Advisors increased its ConocoPhillips (COP) stake by 0.13% in Q1 2026, buying an estimated $554 and bringing the position to 3,849 shares worth $508K. The position accounts for 0.13% of the portfolio, ranked #96.

CWS Financial Advisors first reported a position in COP in Q4 2019 and has held it in 25 quarters since. The position peaked at $936K in Q3 2023. 2,560 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • CWS Financial Advisors held 3,849 shares of ConocoPhillips worth $508K as of Q1 2026.
  • CWS Financial Advisors bought 5 ConocoPhillips shares in Q1 2026, an estimated $554.
  • ConocoPhillips made up 0.13% of CWS Financial Advisors's portfolio in Q1 2026, its #96 holding.
  • CWS Financial Advisors first reported a position in ConocoPhillips in Q4 2019 and has held it in 25 quarters since.
  • CWS Financial Advisors's ConocoPhillips position peaked at $936K in Q3 2023.
  • 2,560 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on CWS Financial Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.