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Guardian Wealth Management (Illinois)’s ConocoPhillips COP Stock Holding History

Guardian Wealth Management (Illinois)’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 		$3.53M Buy
33,994
+1,287
+4% +$153K 1.74% 25
2026
Q1 		$4.32M Buy
32,707
+11,751
+56% +$1.3M 2.36% 18
2025
Q4 		$1.96M Sell
20,956
-11,500
-35% -$1.04M 1.15% 30
2025
Q3 		$3.07M Buy
32,456
+1,564
+5% +$148K 1.81% 21
2025
Q2 		$2.77M Buy
30,892
+623
+2% +$56.1K 1.85% 20
2025
Q1 		$3.18M Buy
30,269
+11,907
+65% +$1.19M 2.12% 16
2024
Q4 		$1.82M Sell
18,362
-9,594
-34% -$1.02M 1.24% 29
2024
Q3 		$2.94M Sell
27,956
-270
-1% -$29.7K 2.07% 16
2024
Q2 		$3.23M Buy
28,226
+3,312
+13% +$402K 2.47% 11
2024
Q1 		$3.17M Buy
24,914
+1,068
+4% +$122K 2.44% 12
2023
Q4 		$2.77M Buy
23,846
+252
+1% +$29.5K 2.34% 14
2023
Q3 		$2.83M Buy
23,594
+2,767
+13% +$321K 2.65% 8
2023
Q2 		$2.16M Buy
20,827
+771
+4% +$79.2K 1.97% 18
2023
Q1 		$1.99M Buy
20,056
+714
+4% +$78.1K 1.92% 17
2022
Q4 		$2.28M Buy
19,342
+923
+5% +$112K 2.25% 10
2022
Q3 		$1.89M Buy
18,419
+723
+4% +$72.1K 2.13% 14
2022
Q2 		$1.59M Buy
17,696
+1,321
+8% +$136K 1.71% 23
2022
Q1 		$1.64M Buy
16,375
+1,027
+7% +$94.5K 1.63% 24
2021
Q4 		$1.11M Buy
+15,348
New +$1.12M 1.07% 38

Other funds holding COP

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s COP Position: Q2 2026 in Review

Guardian Wealth Management (Illinois) increased its ConocoPhillips (COP) stake by 3.9% in Q2 2026, buying an estimated $153K and bringing the position to 33,994 shares worth $3.53M. The position accounts for 1.74% of the portfolio, ranked #25.

Guardian Wealth Management (Illinois) first reported a position in COP in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.32M in Q1 2026. 786 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Guardian Wealth Management (Illinois) held 33,994 shares of ConocoPhillips worth $3.53M as of Q2 2026.
  • Guardian Wealth Management (Illinois) bought 1,287 ConocoPhillips shares in Q2 2026, an estimated $153K.
  • ConocoPhillips made up 1.74% of Guardian Wealth Management (Illinois)'s portfolio in Q2 2026, its #25 holding.
  • Guardian Wealth Management (Illinois) first reported a position in ConocoPhillips in Q4 2021 and has held it in 19 quarters since.
  • Guardian Wealth Management (Illinois)'s ConocoPhillips position peaked at $4.32M in Q1 2026.
  • 786 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2026, filed 13 Jul 2026.