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FSM Wealth Advisors’s ConocoPhillips COP Stock Holding History

FSM 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 		$289K Buy
2,779
+111
+4% +$13.2K 0.03% 265
2026
Q1 		$352K Buy
2,668
+119
+5% +$13.2K 0.05% 212
2025
Q4 		$239K Sell
2,549
-209
-8% -$18.9K 0.03% 276
2025
Q3 		$261K Buy
+2,758
New +$261K 0.04% 259

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 $3.37T AUM 44.26% 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

FSM Wealth Advisors's COP Position: Q2 2026 in Review

FSM Wealth Advisors increased its ConocoPhillips (COP) stake by 4.2% in Q2 2026, buying an estimated $13.2K and bringing the position to 2,779 shares worth $289K. The position accounts for 0.03% of the portfolio, ranked #265.

FSM Wealth Advisors first reported a position in COP in Q3 2025 and has held it in 4 quarters since. The position peaked at $352K in Q1 2026. 2,452 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • FSM Wealth Advisors held 2,779 shares of ConocoPhillips worth $289K as of Q2 2026.
  • FSM Wealth Advisors bought 111 ConocoPhillips shares in Q2 2026, an estimated $13.2K.
  • ConocoPhillips made up 0.03% of FSM Wealth Advisors's portfolio in Q2 2026, its #265 holding.
  • FSM Wealth Advisors first reported a position in ConocoPhillips in Q3 2025 and has held it in 4 quarters since.
  • FSM Wealth Advisors's ConocoPhillips position peaked at $352K in Q1 2026.
  • 2,452 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.