Evergreen Wealth Solutions’s ConocoPhillips COP Stock Holding History

Evergreen Wealth Solutions’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	$359K	Buy	2,880 +1,352	+88%	+$160K	0.02%	390
2026 Q1	$202K	Buy	+1,528	New	+$169K	0.01%	396
2024 Q4	–	Sell	-3,810	Closed	-$401K	–	106
2024 Q3	$401K	Sell	3,810 -844	-18%	-$92.7K	0.27%	72
2024 Q2	$532K	Sell	4,654 -107	-2%	-$13K	0.38%	57
2024 Q1	$606K	Buy	4,761 +133	+3%	+$15.2K	0.45%	49
2023 Q4	$537K	Buy	4,628 +13	+0.3%	+$1.52K	0.46%	54
2023 Q3	$553K	Sell	4,615 -188	-4%	-$21.8K	0.56%	48
2023 Q2	$498K	Buy	4,803 +751	+19%	+$77.2K	0.5%	64
2023 Q1	$402K	Sell	4,052 -122	-3%	-$13.3K	0.47%	68
2022 Q4	$493K	Sell	4,174 -350	-8%	-$42.5K	0.65%	50
2022 Q3	$463K	Buy	4,524 +1,815	+67%	+$181K	0.66%	47
2022 Q2	$243K	Buy	2,709 +164	+6%	+$16.9K	0.3%	91
2022 Q1	$255K	Sell	2,545 -385	-13%	-$35.4K	0.25%	85
2021 Q4	$211K	Buy	+2,930	New	+$213K	0.19%	89

Other funds holding COP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Evergreen Wealth Solutions's COP Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its ConocoPhillips (COP) stake by 88% in Q2 2026, buying an estimated $160K and bringing the position to 2,880 shares worth $359K. The position accounts for 0.02% of the portfolio, ranked #390.

Evergreen Wealth Solutions first reported a position in COP in Q4 2021 and has held it in 14 quarters since. The position peaked at $606K in Q1 2024. 2,451 funds tracked by Wall St. Rank hold COP as of Q2 2026.

Evergreen Wealth Solutions held 2,880 shares of ConocoPhillips worth $359K as of Q2 2026.
Evergreen Wealth Solutions bought 1,352 ConocoPhillips shares in Q2 2026, an estimated $160K.
ConocoPhillips made up 0.02% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #390 holding.
Evergreen Wealth Solutions first reported a position in ConocoPhillips in Q4 2021 and has held it in 14 quarters since.
Evergreen Wealth Solutions's ConocoPhillips position peaked at $606K in Q1 2024.
2,451 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.