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Guardian Wealth Advisors (North Carolina)’s ConocoPhillips COP Stock Holding History

Guardian Wealth Advisors (North Carolina)’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
Q1 		$653K Sell
4,949
-8
-0.2% -$886 0.04% 186
2025
Q4 		$464K Sell
4,957
-624
-11% -$56.4K 0.03% 225
2025
Q3 		$528K Buy
5,581
+317
+6% +$30K 0.03% 203
2025
Q2 		$472K Sell
5,264
-444
-8% -$39.9K 0.03% 202
2025
Q1 		$600K Sell
5,708
-200
-3% -$19.9K 0.05% 162
2024
Q4 		$586K Buy
5,908
+1,544
+35% +$164K 0.05% 172
2024
Q3 		$459K Sell
4,364
-37
-0.8% -$4.06K 0.05% 172
2024
Q2 		$503K Sell
4,401
-40
-0.9% -$4.86K 0.06% 155
2024
Q1 		$565K Buy
4,441
+43
+1% +$4.91K 0.07% 140
2023
Q4 		$510K Sell
4,398
-23
-0.5% -$2.69K 0.08% 131
2023
Q3 		$532K Buy
4,421
+81
+2% +$9.4K 0.09% 117
2023
Q2 		$452K Buy
4,340
+194
+5% +$19.9K 0.08% 133
2023
Q1 		$414K Sell
4,146
-59
-1% -$6.46K 0.07% 138
2022
Q4 		$502K Hold
4,205
– – 0.1% 111
2022
Q3 		$436K Buy
4,205
+580
+16% +$57.9K 0.08% 117
2022
Q2 		$328K Buy
3,625
+127
+4% +$13.1K 0.06% 138
2022
Q1 		$351K Buy
+3,498
New +$322K 0.15% 110

Other funds holding COP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Guardian Wealth Advisors (North Carolina)'s COP Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its ConocoPhillips (COP) stake by 0.16% in Q1 2026, selling an estimated $886 and leaving 4,949 shares worth $653K. The position accounts for 0.04% of the portfolio, ranked #186.

Guardian Wealth Advisors (North Carolina) first reported a position in COP in Q1 2022 and has held it in 17 quarters since. 2,560 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 4,949 shares of ConocoPhillips worth $653K as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) sold 8 ConocoPhillips shares in Q1 2026, an estimated $886.
  • ConocoPhillips made up 0.04% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #186 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in ConocoPhillips in Q1 2022 and has held it in 17 quarters since.
  • 2,560 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.