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Financial Synergies Wealth Advisors’s ConocoPhillips COP Stock Holding History

Financial Synergies 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
-3,054
Closed -$403K – 117
2026
Q1 		$403K Sell
3,054
-1,098
-26% -$122K 0.04% 88
2025
Q4 		$389K Buy
4,152
+41
+1% +$3.71K 0.04% 83
2025
Q3 		$389K Buy
4,111
+58
+1% +$5.48K 0.04% 73
2025
Q2 		$364K Buy
4,053
+6
+0.1% +$540 0.04% 72
2025
Q1 		$425K Sell
4,047
-42
-1% -$4.19K 0.05% 59
2024
Q4 		$405K Sell
4,089
-55
-1% -$5.84K 0.05% 59
2024
Q3 		$436K Buy
4,144
+250
+6% +$27.5K 0.05% 58
2024
Q2 		$445K Buy
3,894
+1
+0% +$121 0.06% 55
2024
Q1 		$495K Buy
3,893
+1,690
+77% +$193K 0.07% 53
2023
Q4 		$260K Sell
2,203
-1,685
-43% -$197K 0.04% 61
2023
Q3 		$466K Buy
3,888
+55
+1% +$6.38K 0.07% 52
2023
Q2 		$397K Buy
3,833
+1,197
+45% +$123K 0.06% 58
2023
Q1 		$261K Buy
2,636
+433
+20% +$47.4K 0.04% 62
2022
Q4 		$260K Buy
2,203
+1,511
+218% +$184K 0.04% 61
2022
Q3 		$70.8K Sell
692
-184
-21% -$18.4K 0.01% 89
2022
Q2 		$78.7K Sell
876
-9,388
-91% -$967K 0.01% 94
2022
Q1 		$1.03M Buy
10,264
+280
+3% +$25.8K 0.16% 35
2021
Q4 		$721K Sell
9,984
-593
-6% -$43.2K 0.1% 42
2021
Q3 		$717K Buy
10,577
+582
+6% +$33.6K 0.1% 40
2021
Q2 		$609K Sell
9,995
-1,790
-15% -$99.8K 0.08% 40
2021
Q1 		$624K Hold
11,785
– – 0.09% 38
2020
Q4 		$471K Buy
11,785
+12
+0.1% +$442 0.07% 40
2020
Q3 		$387K Hold
11,773
– – 0.1% 48
2020
Q2 		$495K Hold
11,773
– – 0.17% 34
2020
Q1 		$363K Buy
+11,773
New +$599K 0.21% 24
2019
Q3 		– Sell
-3,846
Closed -$235K – 29
2019
Q2 		$235K Hold
3,846
– – 0.12% 27
2019
Q1 		$257K Buy
+3,846
New +$259K 0.14% 24

Other funds holding COP

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Mirae Asset Global Investments
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)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Financial Synergies Wealth Advisors's COP Position: Q2 2026 in Review

Financial Synergies Wealth Advisors sold out of ConocoPhillips (COP) in Q2 2026, closing a stake of 3,054 shares — an estimated $403K sold.

Financial Synergies Wealth Advisors first reported a position in COP in Q1 2019 and held it in 27 quarters. The position peaked at $1.03M in Q1 2022. 786 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Financial Synergies Wealth Advisors reported no remaining ConocoPhillips position as of Q2 2026 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 3,054 ConocoPhillips shares in Q2 2026, an estimated $403K.
  • Financial Synergies Wealth Advisors first reported a position in ConocoPhillips in Q1 2019 and held it in 27 quarters.
  • Financial Synergies Wealth Advisors's ConocoPhillips position peaked at $1.03M in Q1 2022.
  • 786 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.