Evermay Wealth Management’s ConocoPhillips COP Stock Holding History

Evermay 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 Q2	$38.6K	Buy	+371	New	+$44K	﹤0.01%	381
2024 Q3	–	Sell	-109	Closed	-$12.5K	–	595
2024 Q2	$12.5K	Hold	109	–	–	﹤0.01%	435
2024 Q1	$13.9K	Sell	109 -10	-8%	-$1.14K	﹤0.01%	443
2023 Q4	$13.8K	Buy	119 +10	+9%	+$1.17K	﹤0.01%	418
2023 Q3	$13.1K	Hold	109	–	–	﹤0.01%	403
2023 Q2	$11.3K	Hold	109	–	–	﹤0.01%	415
2023 Q1	$10.8K	Buy	+109	New	+$11.9K	﹤0.01%	413
2022 Q1	–	Sell	-1,584	Closed	-$114K	–	530
2021 Q4	$114K	Hold	1,584	–	–	0.02%	219
2021 Q3	$107K	Hold	1,584	–	–	0.02%	211
2021 Q2	$96K	Buy	+1,584	New	+$88.3K	0.02%	224
2017 Q3	–	Sell	-4,681	Closed	-$206K	–	102
2017 Q2	$206K	Buy	4,681 +1	+0%	+$47	0.09%	96
2017 Q1	$233K	Hold	4,680	–	–	0.1%	86
2016 Q4	$235K	Buy	4,680 +1	+0%	+$46	0.12%	66
2016 Q3	$203K	Hold	4,679	–	–	0.1%	74
2016 Q2	$204K	Buy	+4,679	New	+$206K	0.11%	76
2016 Q1	–	Sell	-5,188	Closed	-$242K	–	75
2015 Q4	$242K	Buy	5,188 +466	+10%	+$24.4K	0.14%	66
2015 Q3	$226K	Sell	4,722 -164	-3%	-$8.34K	0.14%	73
2015 Q2	$300K	Buy	4,886 +3	+0.1%	+$195	0.18%	59
2015 Q1	$304K	Sell	4,883 -48	-1%	-$3.1K	0.18%	61
2014 Q4	$341K	Sell	4,931 -467	-9%	-$32.6K	0.22%	59
2014 Q3	$413K	Buy	5,398 +1,062	+24%	+$86.9K	0.35%	45
2014 Q2	$372K	Buy	4,336 +336	+8%	+$26.2K	0.32%	49
2014 Q1	$281K	Buy	+4,000	New	+$268K	0.3%	53

Other funds holding COP

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

BTCPP

Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return

ANRF

Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Evermay Wealth Management's COP Position: Q2 2026 in Review

Evermay Wealth Management opened a new position in ConocoPhillips (COP) in Q2 2026: 371 shares worth $38.6K. The stake represents ﹤0.01% of the portfolio and ranks #381 among its holdings. This is a return to the name: Evermay Wealth Management previously reported a position in COP as recently as Q2 2024.

Evermay Wealth Management first reported a position in COP in Q1 2014 and has held it in 23 quarters since. The position peaked at $413K in Q3 2014. 865 funds tracked by Wall St. Rank hold COP as of Q2 2026.

Evermay Wealth Management held 371 shares of ConocoPhillips worth $38.6K as of Q2 2026.
ConocoPhillips was a new Evermay Wealth Management position in Q2 2026.
ConocoPhillips made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #381 holding.
Evermay Wealth Management first reported a position in ConocoPhillips in Q1 2014 and has held it in 23 quarters since.
Evermay Wealth Management's ConocoPhillips position peaked at $413K in Q3 2014.
865 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.