GC Wealth Management RIA’s ConocoPhillips COP Stock Holding History

GC Wealth Management RIA’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	$297K	Sell	2,857 -1,148	-29%	-$136K	0.02%	415
2026 Q1	$529K	Sell	4,005 -287	-7%	-$31.8K	0.02%	343
2025 Q4	$402K	Sell	4,292 -12,826	-75%	-$1.16M	0.01%	402
2025 Q3	$1.62M	Buy	17,118 +4,517	+36%	+$427K	0.05%	242
2025 Q2	$1.13M	Buy	12,601 +5,500	+77%	+$495K	0.09%	191
2025 Q1	$746K	Sell	7,101 -472	-6%	-$47.1K	0.14%	136
2024 Q4	$751K	Sell	7,573 -733	-9%	-$77.8K	0.13%	134
2024 Q3	$874K	Sell	8,306 -168	-2%	-$18.5K	0.15%	120
2024 Q2	$969K	Sell	8,474 -229	-3%	-$27.8K	0.19%	104
2024 Q1	$1.11M	Buy	8,703 +601	+7%	+$68.6K	0.22%	91
2023 Q4	$940K	Buy	+8,102	New	+$948K	0.42%	63

Other funds holding COP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GC Wealth Management RIA's COP Position: Q2 2026 in Review

GC Wealth Management RIA reduced its ConocoPhillips (COP) stake by 29% in Q2 2026, selling an estimated $136K and leaving 2,857 shares worth $297K. The position accounts for 0.02% of the portfolio, ranked #415.

GC Wealth Management RIA first reported a position in COP in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.62M in Q3 2025. 2,456 funds tracked by Wall St. Rank hold COP as of Q2 2026.

GC Wealth Management RIA held 2,857 shares of ConocoPhillips worth $297K as of Q2 2026.
GC Wealth Management RIA sold 1,148 ConocoPhillips shares in Q2 2026, an estimated $136K.
ConocoPhillips made up 0.02% of GC Wealth Management RIA's portfolio in Q2 2026, its #415 holding.
GC Wealth Management RIA first reported a position in ConocoPhillips in Q4 2023 and has held it in 11 quarters since.
GC Wealth Management RIA's ConocoPhillips position peaked at $1.62M in Q3 2025.
2,456 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.