CWS
COP icon

Cypress Wealth Services’s ConocoPhillips COP Stock Holding History

Cypress Wealth Services’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 		$523K Sell
5,029
-190
-4% -$22.5K 0.06% 233
2026
Q1 		$689K Buy
5,219
+969
+23% +$107K 0.1% 168
2025
Q4 		$398K Buy
4,250
+916
+27% +$82.8K 0.06% 241
2025
Q3 		$315K Buy
3,334
+218
+7% +$20.6K 0.05% 247
2025
Q2 		$280K Buy
3,116
+337
+12% +$30.3K 0.05% 246
2025
Q1 		$292K Buy
2,779
+686
+33% +$68.4K 0.06% 223
2024
Q4 		$208K Sell
2,093
-518
-20% -$55K 0.04% 266
2024
Q3 		$275K Buy
2,611
+81
+3% +$8.9K 0.06% 218
2024
Q2 		$289K Buy
2,530
+748
+42% +$90.8K 0.06% 196
2024
Q1 		$227K Buy
1,782
+53
+3% +$6.04K 0.05% 236
2023
Q4 		$201K Buy
+1,729
New +$202K 0.05% 234
2021
Q4 		– Sell
-4,233
Closed -$287K – 234
2021
Q3 		$287K Sell
4,233
-2,594
-38% -$150K 0.09% 177
2021
Q2 		$416K Buy
6,827
+1,988
+41% +$111K 0.11% 159
2021
Q1 		$256K Sell
4,839
-1,726
-26% -$85.1K 0.05% 240
2020
Q4 		$263K Buy
+6,565
New +$242K 0.06% 224
2020
Q3 		– Sell
-6,092
Closed -$231K – 300
2020
Q2 		$256K Sell
6,092
-841
-12% -$34K 0.06% 223
2020
Q1 		$214K Buy
+6,933
New +$353K 0.06% 219

Other funds holding COP

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Mirae Asset Global Investments
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)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Cypress Wealth Services's COP Position: Q2 2026 in Review

Cypress Wealth Services reduced its ConocoPhillips (COP) stake by 3.6% in Q2 2026, selling an estimated $22.5K and leaving 5,029 shares worth $523K. The position accounts for 0.06% of the portfolio, ranked #233.

Cypress Wealth Services first reported a position in COP in Q1 2020 and has held it in 17 quarters since. The position peaked at $689K in Q1 2026. 637 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Cypress Wealth Services held 5,029 shares of ConocoPhillips worth $523K as of Q2 2026.
  • Cypress Wealth Services sold 190 ConocoPhillips shares in Q2 2026, an estimated $22.5K.
  • ConocoPhillips made up 0.06% of Cypress Wealth Services's portfolio in Q2 2026, its #233 holding.
  • Cypress Wealth Services first reported a position in ConocoPhillips in Q1 2020 and has held it in 17 quarters since.
  • Cypress Wealth Services's ConocoPhillips position peaked at $689K in Q1 2026.
  • 637 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

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