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Gilpin Wealth Management’s ConocoPhillips COP Stock Holding History

Gilpin Wealth Management’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
Q3 		$765K Buy
6,109
+608
+11% +$75.3K 0.52% 56
2026
Q2 		$572K Sell
5,501
-276
-5% -$32.7K 0.4% 74
2026
Q1 		$763K Buy
5,777
+32
+0.6% +$3.54K 0.6% 47
2025
Q4 		$538K Buy
+5,745
New +$520K 0.43% 68

Other funds holding COP

HCM
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.83B AUM 13% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

Gilpin Wealth Management's COP Position: Q3 2026 in Review

Gilpin Wealth Management increased its ConocoPhillips (COP) stake by 11% in Q3 2026, buying an estimated $75.3K and bringing the position to 6,109 shares worth $765K. The position accounts for 0.52% of the portfolio, ranked #56.

Gilpin Wealth Management first reported a position in COP in Q4 2025 and has held it in 4 quarters since. 124 funds tracked by Wall St. Rank hold COP as of Q3 2026.

  • Gilpin Wealth Management held 6,109 shares of ConocoPhillips worth $765K as of Q3 2026.
  • Gilpin Wealth Management bought 608 ConocoPhillips shares in Q3 2026, an estimated $75.3K.
  • ConocoPhillips made up 0.52% of Gilpin Wealth Management's portfolio in Q3 2026, its #56 holding.
  • Gilpin Wealth Management first reported a position in ConocoPhillips in Q4 2025 and has held it in 4 quarters since.
  • 124 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.