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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Diversify Wealth Management's COP Position: Q1 2026 in Review

Diversify Wealth Management increased its ConocoPhillips (COP) stake by 316% in Q1 2026, buying an estimated $1.67M and bringing the position to 19,808 shares worth $2.54M. The position accounts for 0.05% of the portfolio, ranked #312.

Diversify Wealth Management first reported a position in COP in Q2 2024 and has held it in 8 quarters since. 2,559 funds tracked by Wall St. Rank hold COP as of Q1 2026.

Diversify Wealth Management held 19,808 shares of ConocoPhillips worth $2.54M as of Q1 2026.
Diversify Wealth Management bought 15,048 ConocoPhillips shares in Q1 2026, an estimated $1.67M.
ConocoPhillips made up 0.05% of Diversify Wealth Management's portfolio in Q1 2026, its #312 holding.
Diversify Wealth Management first reported a position in ConocoPhillips in Q2 2024 and has held it in 8 quarters since.
2,559 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.