Diversify Wealth Management’s ConocoPhillips COP Stock Holding History

Diversify 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	$2.17M	Sell	18,812 -996	-5%	-$118K	0.04%	384
2026 Q1	$2.54M	Buy	19,808 +15,048	+316%	+$1.67M	0.05%	312
2025 Q4	$459K	Buy	4,760 +555	+13%	+$50.2K	0.02%	456
2025 Q3	$372K	Sell	4,205 -195	-4%	-$18.4K	0.02%	426
2025 Q2	$416K	Sell	4,400 -340	-7%	-$30.6K	0.03%	401
2025 Q1	$436K	Buy	4,740 +303	+7%	+$30.2K	0.03%	376
2024 Q4	$452K	Buy	4,437 +1,331	+43%	+$141K	0.04%	363
2024 Q3	$325K	Buy	3,106 +212	+7%	+$23.3K	0.03%	382
2024 Q2	$303K	Buy	+2,894	New	+$351K	0.04%	358

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 $3.38T AUM 44.17% 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

Diversify Wealth Management's COP Position: Q2 2026 in Review

Diversify Wealth Management reduced its ConocoPhillips (COP) stake by 5% in Q2 2026, selling an estimated $118K and leaving 18,812 shares worth $2.17M. The position accounts for 0.04% of the portfolio, ranked #384.

Diversify Wealth Management first reported a position in COP in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.54M in Q1 2026. 2,474 funds tracked by Wall St. Rank hold COP as of Q2 2026.

Diversify Wealth Management held 18,812 shares of ConocoPhillips worth $2.17M as of Q2 2026.
Diversify Wealth Management sold 996 ConocoPhillips shares in Q2 2026, an estimated $118K.
ConocoPhillips made up 0.04% of Diversify Wealth Management's portfolio in Q2 2026, its #384 holding.
Diversify Wealth Management first reported a position in ConocoPhillips in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's ConocoPhillips position peaked at $2.54M in Q1 2026.
2,474 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.