Gen-Wealth Partners’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$96.2K Sell
729
-550
-43% -$60.9K 0.03% 335
2025
Q4
$120K Buy
1,279
+24
+2% +$2.17K 0.04% 305
2025
Q3
$119K Sell
1,255
-170
-12% -$16.1K 0.04% 296
2025
Q2
$128K Sell
1,425
-38
-3% -$3.42K 0.05% 259
2025
Q1
$154K Sell
1,463
-134
-8% -$13.4K 0.06% 233
2024
Q4
$158K Sell
1,597
-7
-0.4% -$743 0.07% 230
2024
Q3
$165K Sell
1,604
-748
-32% -$82.2K 0.07% 236
2024
Q2
$269K Sell
2,352
-241
-9% -$29.3K 0.13% 170
2024
Q1
$330K Buy
+2,593
New +$296K 0.16% 140

Other funds holding COP

Gen-Wealth Partners's COP Position: Q1 2026 in Review

Gen-Wealth Partners reduced its ConocoPhillips (COP) stake by 43% in Q1 2026, selling an estimated $60.9K and leaving 729 shares worth $96.2K. The position accounts for 0.03% of the portfolio, ranked #335.

Gen-Wealth Partners first reported a position in COP in Q1 2024 and has held it in 9 quarters since. The position peaked at $330K in Q1 2024. 2,560 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Gen-Wealth Partners held 729 shares of ConocoPhillips worth $96.2K as of Q1 2026.
  • Gen-Wealth Partners sold 550 ConocoPhillips shares in Q1 2026, an estimated $60.9K.
  • ConocoPhillips made up 0.03% of Gen-Wealth Partners's portfolio in Q1 2026, its #335 holding.
  • Gen-Wealth Partners first reported a position in ConocoPhillips in Q1 2024 and has held it in 9 quarters since.
  • Gen-Wealth Partners's ConocoPhillips position peaked at $330K in Q1 2024.
  • 2,560 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.