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FSC Wealth Advisors’s ConocoPhillips COP Stock Holding History

FSC 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
2025
Q2 		– Sell
-409
Closed -$43K – 105
2025
Q1 		$43K Hold
409
– – 0.03% 123
2024
Q4 		$40.6K Buy
409
+11
+3% +$1.17K 0.03% 127
2024
Q3 		$41.9K Hold
398
– – 0.03% 122
2024
Q2 		$45.5K Hold
398
– – 0.03% 110
2024
Q1 		$50.7K Buy
+398
New +$45.4K 0.04% 102
2022
Q4 		– Sell
-86
Closed -$9K – 173
2022
Q3 		$9K Hold
86
– – 0.09% 111
2022
Q2 		$8K Buy
+86
New +$8.86K 0.07% 113

Other funds holding COP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

FSC Wealth Advisors's COP Position: Q2 2025 in Review

FSC Wealth Advisors sold out of ConocoPhillips (COP) in Q2 2025, closing a stake of 409 shares — an estimated $43K sold.

FSC Wealth Advisors first reported a position in COP in Q2 2022 and held it in 7 quarters. The position peaked at $50.7K in Q1 2024. 2,289 funds tracked by Wall St. Rank hold COP as of Q2 2025.

  • FSC Wealth Advisors reported no remaining ConocoPhillips position as of Q2 2025 after selling out during the quarter.
  • FSC Wealth Advisors sold 409 ConocoPhillips shares in Q2 2025, an estimated $43K.
  • FSC Wealth Advisors first reported a position in ConocoPhillips in Q2 2022 and held it in 7 quarters.
  • FSC Wealth Advisors's ConocoPhillips position peaked at $50.7K in Q1 2024.
  • 2,289 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2025.

Based on FSC Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.