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
2019
Q4
Sell
-12
Closed -$1K 212
2019
Q3
$1K Buy
+12
New +$683 ﹤0.01% 1015

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. 1,013 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.
  • 1,013 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.