Golden State Wealth Management’s ConocoPhillips COP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$294K Buy
2,823
+87
+3% +$10.3K 0.03% 358
2026
Q1
$361K Sell
2,736
-622
-19% -$68.9K 0.04% 301
2025
Q4
$314K Buy
3,358
+53
+2% +$4.79K 0.03% 318
2025
Q3
$313K Sell
3,305
-185
-5% -$17.5K 0.03% 312
2025
Q2
$313K Sell
3,490
-143
-4% -$12.9K 0.04% 296
2025
Q1
$382K Sell
3,633
-81
-2% -$8.08K 0.06% 249
2024
Q4
$368K Buy
+3,714
New +$394K 0.06% 243
2022
Q1
Sell
-4,023
Closed -$290K 315
2021
Q4
$290K Buy
+4,023
New +$293K 0.05% 290
2020
Q4
Sell
-2,694
Closed -$88K 260
2020
Q3
$88K Buy
+2,694
New +$102K 0.03% 273
2020
Q2
Sell
-3,572
Closed -$110K 316
2020
Q1
$110K Buy
+3,572
New +$182K 0.05% 235
2019
Q4
Sell
-4,447
Closed -$253K 213
2019
Q3
$253K Buy
4,447
+58
+1% +$3.3K 0.08% 175
2019
Q2
$267K Buy
4,389
+1,247
+40% +$77.6K 0.08% 182
2019
Q1
$210K Buy
+3,142
New +$211K 0.07% 219

Other funds holding COP

Golden State Wealth Management's COP Position: Q2 2026 in Review

Golden State Wealth Management increased its ConocoPhillips (COP) stake by 3.2% in Q2 2026, buying an estimated $10.3K and bringing the position to 2,823 shares worth $294K. The position accounts for 0.03% of the portfolio, ranked #358.

Golden State Wealth Management first reported a position in COP in Q1 2019 and has held it in 13 quarters since. The position peaked at $382K in Q1 2025. 970 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Golden State Wealth Management held 2,823 shares of ConocoPhillips worth $294K as of Q2 2026.
  • Golden State Wealth Management bought 87 ConocoPhillips shares in Q2 2026, an estimated $10.3K.
  • ConocoPhillips made up 0.03% of Golden State Wealth Management's portfolio in Q2 2026, its #358 holding.
  • Golden State Wealth Management first reported a position in ConocoPhillips in Q1 2019 and has held it in 13 quarters since.
  • Golden State Wealth Management's ConocoPhillips position peaked at $382K in Q1 2025.
  • 970 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.