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HB Wealth Management’s ConocoPhillips COP Stock Holding History

HB Wealth Management’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 		$7.91M Buy
59,939
+4,671
+8% +$517K 0.05% 187
2025
Q4 		$5.17M Buy
55,268
+975
+2% +$88.2K 0.03% 247
2025
Q3 		$5.14M Buy
54,293
+8,124
+18% +$768K 0.03% 249
2025
Q2 		$4.14M Sell
46,169
-1,080
-2% -$97.2K 0.03% 251
2025
Q1 		$4.96M Buy
47,249
+8,136
+21% +$811K 0.04% 233
2024
Q4 		$3.88M Buy
39,113
+3,379
+9% +$359K 0.04% 191
2024
Q3 		$3.76M Buy
35,734
+1,368
+4% +$150K 0.04% 187
2024
Q2 		$3.93M Sell
34,366
-1,135
-3% -$138K 0.05% 175
2024
Q1 		$4.52M Sell
35,501
-3,288
-8% -$375K 0.06% 160
2023
Q4 		$4.5M Buy
38,789
+2,941
+8% +$344K 0.06% 146
2023
Q3 		$4.29M Buy
35,848
+2,970
+9% +$345K 0.07% 140
2023
Q2 		$3.41M Buy
32,878
+4,844
+17% +$498K 0.05% 156
2023
Q1 		$2.78M Sell
28,034
-1,967
-7% -$215K 0.05% 162
2022
Q4 		$3.54M Buy
30,001
+4,408
+17% +$536K 0.06% 141
2022
Q3 		$2.62M Buy
25,593
+763
+3% +$76.1K 0.06% 152
2022
Q2 		$2.23M Buy
24,830
+4,768
+24% +$491K 0.05% 162
2022
Q1 		$2.01M Buy
20,062
+2,086
+12% +$192K 0.04% 181
2021
Q4 		$1.3M Buy
+17,976
New +$1.31M 0.03% 205

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

HB Wealth Management's COP Position: Q1 2026 in Review

HB Wealth Management increased its ConocoPhillips (COP) stake by 8.5% in Q1 2026, buying an estimated $517K and bringing the position to 59,939 shares worth $7.91M. The position accounts for 0.05% of the portfolio, ranked #187.

HB Wealth Management first reported a position in COP in Q4 2021 and has held it in 18 quarters since. 2,560 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • HB Wealth Management held 59,939 shares of ConocoPhillips worth $7.91M as of Q1 2026.
  • HB Wealth Management bought 4,671 ConocoPhillips shares in Q1 2026, an estimated $517K.
  • ConocoPhillips made up 0.05% of HB Wealth Management's portfolio in Q1 2026, its #187 holding.
  • HB Wealth Management first reported a position in ConocoPhillips in Q4 2021 and has held it in 18 quarters since.
  • 2,560 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.