Cyndeo Wealth Partners’s ConocoPhillips COP Stock Holding History

Cyndeo 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
2026 Q2	$530K	Buy	5,095 +34	+0.7%	+$4.03K	0.03%	346
2026 Q1	$668K	Sell	5,061 -94	-2%	-$10.4K	0.04%	284
2025 Q4	$483K	Buy	5,155 +208	+4%	+$18.8K	0.03%	320
2025 Q3	$468K	Sell	4,947 -1,567	-24%	-$148K	0.03%	318
2025 Q2	$585K	Sell	6,514 -302	-4%	-$27.2K	0.03%	288
2025 Q1	$716K	Buy	6,816 +173	+3%	+$17.3K	0.05%	252
2024 Q4	$659K	Sell	6,643 -54,871	-89%	-$5.83M	0.04%	261
2024 Q3	$6.48M	Buy	61,514 +56,704	+1,179%	+$6.23M	0.45%	71
2024 Q2	$550K	Buy	4,810 +767	+19%	+$93.2K	0.04%	269
2024 Q1	$515K	Buy	4,043 +714	+21%	+$81.4K	0.04%	259
2023 Q4	$386K	Buy	3,329 +98	+3%	+$11.5K	0.04%	278
2023 Q3	$387K	Buy	3,231 +1,171	+57%	+$136K	0.04%	241
2023 Q2	$213K	Buy	2,060 +26	+1%	+$2.67K	0.02%	308
2023 Q1	$202K	Buy	2,034 +20	+1%	+$2.19K	0.02%	309
2022 Q4	$238K	Buy	+2,014	New	+$245K	0.03%	279

Other funds holding COP

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

ANRF

Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

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

Cyndeo Wealth Partners increased its ConocoPhillips (COP) stake by 0.67% in Q2 2026, buying an estimated $4.03K and bringing the position to 5,095 shares worth $530K. The position accounts for 0.03% of the portfolio, ranked #346.

Cyndeo Wealth Partners first reported a position in COP in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.48M in Q3 2024. 939 funds tracked by Wall St. Rank hold COP as of Q2 2026.

Cyndeo Wealth Partners held 5,095 shares of ConocoPhillips worth $530K as of Q2 2026.
Cyndeo Wealth Partners bought 34 ConocoPhillips shares in Q2 2026, an estimated $4.03K.
ConocoPhillips made up 0.03% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #346 holding.
Cyndeo Wealth Partners first reported a position in ConocoPhillips in Q4 2022 and has held it in 15 quarters since.
Cyndeo Wealth Partners's ConocoPhillips position peaked at $6.48M in Q3 2024.
939 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.