Halbert Hargrove Global Advisors’s ConocoPhillips COP Stock Holding History

Halbert Hargrove Global 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	$3.36K	Buy	32 +10	+45%	+$1.19K	﹤0.01%	363
2026 Q1	$2.9K	Hold	22	–	–	﹤0.01%	338
2025 Q4	$2.06K	Sell	22 -71	-76%	-$6.42K	﹤0.01%	341
2025 Q3	$8.8K	Buy	93 +71	+323%	+$6.71K	﹤0.01%	342
2025 Q2	$1.98K	Sell	22 -42	-66%	-$3.78K	﹤0.01%	289
2025 Q1	$6.72K	Buy	64 +42	+191%	+$4.19K	﹤0.01%	283
2024 Q4	$2.18K	Buy	+22	New	+$2.34K	﹤0.01%	278
2022 Q4	–	Sell	-2,380	Closed	-$243K	–	167
2022 Q3	$243K	Buy	2,380 +112	+5%	+$11.2K	0.02%	128
2022 Q2	$204K	Buy	+2,268	New	+$234K	0.02%	144
2015 Q3	–	Sell	-8,566	Closed	-$526K	–	111
2015 Q2	$526K	Sell	8,566 -1,116	-12%	-$72.7K	0.13%	77
2015 Q1	$603K	Buy	9,682 +4,239	+78%	+$274K	0.19%	65
2014 Q4	$376K	Sell	5,443 -2	-0%	-$140	0.19%	56
2014 Q3	$417K	Buy	5,445 +747	+16%	+$61.1K	0.12%	67
2014 Q2	$403K	Buy	4,698 +8	+0.2%	+$623	0.12%	62
2014 Q1	$330K	Sell	4,690 -575	-11%	-$38.5K	0.1%	74
2013 Q4	$372K	Buy	+5,265	New	+$378K	0.11%	61

Other funds holding COP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Halbert Hargrove Global Advisors's COP Position: Q2 2026 in Review

Halbert Hargrove Global Advisors increased its ConocoPhillips (COP) stake by 45% in Q2 2026, buying an estimated $1.19K and bringing the position to 32 shares worth $3.36K. The position accounts for ﹤0.01% of the portfolio, ranked #363.

Halbert Hargrove Global Advisors first reported a position in COP in Q4 2013 and has held it in 16 quarters since. The position peaked at $603K in Q1 2015. 2,448 funds tracked by Wall St. Rank hold COP as of Q2 2026.

Halbert Hargrove Global Advisors held 32 shares of ConocoPhillips worth $3.36K as of Q2 2026.
Halbert Hargrove Global Advisors bought 10 ConocoPhillips shares in Q2 2026, an estimated $1.19K.
ConocoPhillips made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #363 holding.
Halbert Hargrove Global Advisors first reported a position in ConocoPhillips in Q4 2013 and has held it in 16 quarters since.
Halbert Hargrove Global Advisors's ConocoPhillips position peaked at $603K in Q1 2015.
2,448 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.