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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
Q2 		$519K Buy
4,992
+43
+0.9% +$5.1K 0.03% 230
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 $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 $3.38T AUM 44.17% 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

Guardian Wealth Advisors (North Carolina)'s COP Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its ConocoPhillips (COP) stake by 0.87% in Q2 2026, buying an estimated $5.1K and bringing the position to 4,992 shares worth $519K. The position accounts for 0.03% of the portfolio, ranked #230.

Guardian Wealth Advisors (North Carolina) first reported a position in COP in Q1 2022 and has held it in 18 quarters since. The position peaked at $653K in Q1 2026. 2,474 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 4,992 shares of ConocoPhillips worth $519K as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) bought 43 ConocoPhillips shares in Q2 2026, an estimated $5.1K.
  • ConocoPhillips made up 0.03% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #230 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in ConocoPhillips in Q1 2022 and has held it in 18 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s ConocoPhillips position peaked at $653K in Q1 2026.
  • 2,474 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.