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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Elevation Wealth Partners's COP Position: Q2 2026 in Review

Elevation Wealth Partners increased its ConocoPhillips (COP) stake by 75% in Q2 2026, buying an estimated $20.3K and bringing the position to 400 shares worth $41.6K. The position accounts for 0.01% of the portfolio, ranked #353.

Elevation Wealth Partners first reported a position in COP in Q1 2023 and has held it in 14 quarters since. 2,448 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Elevation Wealth Partners held 400 shares of ConocoPhillips worth $41.6K as of Q2 2026.
  • Elevation Wealth Partners bought 171 ConocoPhillips shares in Q2 2026, an estimated $20.3K.
  • ConocoPhillips made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #353 holding.
  • Elevation Wealth Partners first reported a position in ConocoPhillips in Q1 2023 and has held it in 14 quarters since.
  • 2,448 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.