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Elevation Wealth Partners’s ConocoPhillips COP Stock Holding History

Elevation Wealth Partners’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
Q3 		$52.1K Buy
416
+16
+4% +$1.98K 0.01% 380
2026
Q2 		$41.6K Buy
400
+171
+75% +$20.3K 0.01% 353
2026
Q1 		$30.2K Buy
229
+22
+11% +$2.44K 0.01% 306
2025
Q4 		$19.4K Buy
207
+13
+7% +$1.18K 0.01% 376
2025
Q3 		$18.4K Buy
194
+64
+49% +$6.05K 0.01% 337
2025
Q2 		$11.7K Hold
130
– – ﹤0.01% 358
2025
Q1 		$13.7K Hold
130
– – 0.01% 345
2024
Q4 		$12.9K Buy
130
+55
+73% +$5.84K 0.01% 347
2024
Q3 		$7.9K Hold
75
– – ﹤0.01% 367
2024
Q2 		$8.58K Hold
75
– – ﹤0.01% 354
2024
Q1 		$9.55K Hold
75
– – ﹤0.01% 358
2023
Q4 		$8.98K Hold
75
– – 0.01% 342
2023
Q3 		$8.98K Hold
75
– – 0.01% 251
2023
Q2 		$7.77K Sell
75
-63
-46% -$6.47K 0.01% 263
2023
Q1 		$13.7K Buy
+138
New +$15.1K 0.01% 242

Other funds holding COP

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

Elevation Wealth Partners's COP Position: Q3 2026 in Review

Elevation Wealth Partners increased its ConocoPhillips (COP) stake by 4% in Q3 2026, buying an estimated $1.98K and bringing the position to 416 shares worth $52.1K. The position accounts for 0.01% of the portfolio, ranked #380.

Elevation Wealth Partners first reported a position in COP in Q1 2023 and has held it in 15 quarters since. 134 funds tracked by Wall St. Rank hold COP as of Q3 2026.

  • Elevation Wealth Partners held 416 shares of ConocoPhillips worth $52.1K as of Q3 2026.
  • Elevation Wealth Partners bought 16 ConocoPhillips shares in Q3 2026, an estimated $1.98K.
  • ConocoPhillips made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #380 holding.
  • Elevation Wealth Partners first reported a position in ConocoPhillips in Q1 2023 and has held it in 15 quarters since.
  • 134 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.