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Goldstein Advisors’s ConocoPhillips COP Stock Holding History

Goldstein Advisors’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 		$256K Buy
2,464
+192
+8% +$22.8K 0.02% 216
2026
Q1 		$300K Buy
+2,272
New +$252K 0.03% 151
2023
Q4 		– Sell
-1,717
Closed -$206K – 178
2023
Q3 		$206K Buy
+1,717
New +$199K 0.04% 139

Other funds holding COP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldstein Advisors's COP Position: Q2 2026 in Review

Goldstein Advisors increased its ConocoPhillips (COP) stake by 8.5% in Q2 2026, buying an estimated $22.8K and bringing the position to 2,464 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #216.

Goldstein Advisors first reported a position in COP in Q3 2023 and has held it in 3 quarters since. The position peaked at $300K in Q1 2026. 2,452 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Goldstein Advisors held 2,464 shares of ConocoPhillips worth $256K as of Q2 2026.
  • Goldstein Advisors bought 192 ConocoPhillips shares in Q2 2026, an estimated $22.8K.
  • ConocoPhillips made up 0.02% of Goldstein Advisors's portfolio in Q2 2026, its #216 holding.
  • Goldstein Advisors first reported a position in ConocoPhillips in Q3 2023 and has held it in 3 quarters since.
  • Goldstein Advisors's ConocoPhillips position peaked at $300K in Q1 2026.
  • 2,452 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Goldstein Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.