Cypress Point Wealth Management’s ConocoPhillips COP Stock Holding History

Cypress Point Wealth Management’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 Q3	$1.2M	Buy	9,605 +156	+2%	+$19.3K	0.13%	53
2026 Q2	$982K	Buy	+9,449	New	+$1.12M	0.2%	57
2026 Q1	–	Sell	-29,389	Closed	-$2.75M	–	124
2025 Q4	$2.75M	Buy	+29,389	New	+$2.66M	0.6%	24
2021 Q4	–	Sell	-1,433	Closed	-$97K	–	53
2021 Q3	$97K	Hold	1,433	–	–	0.07%	42
2021 Q2	$87K	Hold	1,433	–	–	0.06%	45
2021 Q1	$76K	Hold	1,433	–	–	0.08%	35
2020 Q4	$57K	Buy	+1,433	New	+$52.8K	0.09%	102

Other funds holding COP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Cypress Point Wealth Management's COP Position: Q3 2026 in Review

Cypress Point Wealth Management increased its ConocoPhillips (COP) stake by 1.7% in Q3 2026, buying an estimated $19.3K and bringing the position to 9,605 shares worth $1.2M. The position accounts for 0.13% of the portfolio, ranked #53.

Cypress Point Wealth Management first reported a position in COP in Q4 2020 and has held it in 7 quarters since. The position peaked at $2.75M in Q4 2025. 1,644 funds tracked by Wall St. Rank hold COP as of Q3 2026.

Cypress Point Wealth Management held 9,605 shares of ConocoPhillips worth $1.2M as of Q3 2026.
Cypress Point Wealth Management bought 156 ConocoPhillips shares in Q3 2026, an estimated $19.3K.
ConocoPhillips made up 0.13% of Cypress Point Wealth Management's portfolio in Q3 2026, its #53 holding.
Cypress Point Wealth Management first reported a position in ConocoPhillips in Q4 2020 and has held it in 7 quarters since.
Cypress Point Wealth Management's ConocoPhillips position peaked at $2.75M in Q4 2025.
1,644 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2026.

Based on Cypress Point Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.