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 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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Cypress Point Wealth Management's COP Position: Q2 2026 in Review

Cypress Point Wealth Management opened a new position in ConocoPhillips (COP) in Q2 2026: 9,449 shares worth $982K. The stake represents 0.2% of the portfolio and ranks #57 among its holdings. This is a return to the name: Cypress Point Wealth Management previously reported a position in COP as recently as Q4 2025.

Cypress Point Wealth Management first reported a position in COP in Q4 2020 and has held it in 6 quarters since. The position peaked at $2.75M in Q4 2025. 2,464 funds tracked by Wall St. Rank hold COP as of Q2 2026.

Cypress Point Wealth Management held 9,449 shares of ConocoPhillips worth $982K as of Q2 2026.
ConocoPhillips was a new Cypress Point Wealth Management position in Q2 2026.
ConocoPhillips made up 0.2% of Cypress Point Wealth Management's portfolio in Q2 2026, its #57 holding.
Cypress Point Wealth Management first reported a position in ConocoPhillips in Q4 2020 and has held it in 6 quarters since.
Cypress Point Wealth Management's ConocoPhillips position peaked at $2.75M in Q4 2025.
2,464 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Cypress Point Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.