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Emergent Wealth Advisors’s ConocoPhillips COP Stock Holding History

Emergent Wealth Advisors’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 		– Sell
-1,913
Closed -$253K – 123
2026
Q1 		$253K Buy
+1,913
New +$212K 0.15% 109
2025
Q2 		– Sell
-1,913
Closed -$201K – 118
2025
Q1 		$201K Sell
1,913
-600
-24% -$59.8K 0.15% 106
2024
Q4 		$249K Buy
2,513
+63
+3% +$6.69K 0.18% 93
2024
Q3 		$258K Hold
2,450
– – 0.19% 90
2024
Q2 		$280K Hold
2,450
– – 0.23% 82
2024
Q1 		$312K Sell
2,450
-1,690
-41% -$193K 0.27% 68
2023
Q4 		$481K Buy
+4,140
New +$484K 0.45% 42

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

Emergent Wealth Advisors's COP Position: Q2 2026 in Review

Emergent Wealth Advisors sold out of ConocoPhillips (COP) in Q2 2026, closing a stake of 1,913 shares — an estimated $253K sold.

Emergent Wealth Advisors first reported a position in COP in Q4 2023 and held it in 7 quarters. The position peaked at $481K in Q4 2023. 2,447 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Emergent Wealth Advisors reported no remaining ConocoPhillips position as of Q2 2026 after selling out during the quarter.
  • Emergent Wealth Advisors sold 1,913 ConocoPhillips shares in Q2 2026, an estimated $253K.
  • Emergent Wealth Advisors first reported a position in ConocoPhillips in Q4 2023 and held it in 7 quarters.
  • Emergent Wealth Advisors's ConocoPhillips position peaked at $481K in Q4 2023.
  • 2,447 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.