Dynasty Wealth Management’s ConocoPhillips COP Stock Holding History

Dynasty 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	$2.27M	Buy	17,227 +661	+4%	+$73.2K	0.02%	117
2025 Q4	$1.55M	Sell	16,566 -4,606	-22%	-$417K	0.02%	151
2025 Q3	$2M	Buy	21,172 +2,926	+16%	+$277K	0.03%	119
2025 Q2	$1.64M	Buy	18,246 +2,324	+15%	+$209K	0.03%	101
2025 Q1	$1.67M	Buy	15,922 +1,758	+12%	+$175K	0.03%	108
2024 Q4	$1.4M	Buy	14,164 +4,082	+40%	+$433K	0.02%	120
2024 Q3	$1.06M	Sell	10,082 -631	-6%	-$69.3K	0.03%	131
2024 Q2	$1.23M	Buy	10,713 +636	+6%	+$77.2K	0.04%	117
2024 Q1	$1.28M	Buy	+10,077	New	+$1.15M	0.04%	104

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

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

Dynasty Wealth Management increased its ConocoPhillips (COP) stake by 4% in Q1 2026, buying an estimated $73.2K and bringing the position to 17,227 shares worth $2.27M. The position accounts for 0.02% of the portfolio, ranked #117.

Dynasty Wealth Management first reported a position in COP in Q1 2024 and has held it in 9 quarters since. 2,558 funds tracked by Wall St. Rank hold COP as of Q1 2026.

Dynasty Wealth Management held 17,227 shares of ConocoPhillips worth $2.27M as of Q1 2026.
Dynasty Wealth Management bought 661 ConocoPhillips shares in Q1 2026, an estimated $73.2K.
ConocoPhillips made up 0.02% of Dynasty Wealth Management's portfolio in Q1 2026, its #117 holding.
Dynasty Wealth Management first reported a position in ConocoPhillips in Q1 2024 and has held it in 9 quarters since.
2,558 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Dynasty Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.