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Evolve Private Wealth’s ConocoPhillips COP Stock Holding History

Evolve Private Wealth’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 		$252K Sell
2,429
-5,215
-68% -$618K 0.02% 818
2026
Q1 		$1.01M Buy
7,644
+789
+12% +$87.4K 0.05% 331
2025
Q4 		$642K Buy
+6,855
New +$620K 0.04% 435

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 $3.38T AUM 44.17% 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

Evolve Private Wealth's COP Position: Q2 2026 in Review

Evolve Private Wealth reduced its ConocoPhillips (COP) stake by 68% in Q2 2026, selling an estimated $618K and leaving 2,429 shares worth $252K. The position accounts for 0.02% of the portfolio, ranked #818.

Evolve Private Wealth first reported a position in COP in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.01M in Q1 2026. 2,474 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Evolve Private Wealth held 2,429 shares of ConocoPhillips worth $252K as of Q2 2026.
  • Evolve Private Wealth sold 5,215 ConocoPhillips shares in Q2 2026, an estimated $618K.
  • ConocoPhillips made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #818 holding.
  • Evolve Private Wealth first reported a position in ConocoPhillips in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's ConocoPhillips position peaked at $1.01M in Q1 2026.
  • 2,474 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.