HWA
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HCR Wealth Advisors’s ConocoPhillips COP Stock Holding History

HCR Wealth 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 		$4.59M Buy
44,104
+2,608
+6% +$309K 0.41% 41
2026
Q1 		$5.48M Buy
41,496
+1,365
+3% +$151K 0.57% 30
2025
Q4 		$3.76M Buy
40,131
+2,200
+6% +$199K 0.37% 45
2025
Q3 		$3.54M Buy
37,931
+1,425
+4% +$135K 0.37% 43
2025
Q2 		$3.28M Buy
36,506
+944
+3% +$84.9K 0.39% 45
2025
Q1 		$3.73M Sell
35,562
-206
-0.6% -$20.5K 0.49% 34
2024
Q4 		$3.55M Sell
35,768
-114
-0.3% -$12.1K 0.44% 37
2024
Q3 		$3.78M Buy
35,882
+280
+0.8% +$30.8K 0.49% 33
2024
Q2 		$4.07M Buy
35,602
+764
+2% +$92.8K 0.58% 27
2024
Q1 		$4.43M Buy
34,838
+104
+0.3% +$11.9K 0.67% 22
2023
Q4 		$4.03M Buy
34,734
+4,605
+15% +$539K 0.64% 25
2023
Q3 		$3.61M Sell
30,129
-4,614
-13% -$536K 0.79% 22
2023
Q2 		$3.6M Buy
34,743
+1,928
+6% +$198K 0.67% 28
2023
Q1 		$3.27M Sell
32,815
-634
-2% -$69.4K 0.65% 31
2022
Q4 		$3.98M Sell
33,449
-1,881
-5% -$229K 0.84% 21
2022
Q3 		$3.66M Sell
35,330
-3,200
-8% -$319K 0.78% 25
2022
Q2 		$3.48M Sell
38,530
-2,312
-6% -$238K 0.7% 28
2022
Q1 		$4.08M Sell
40,842
-4,079
-9% -$375K 0.67% 31
2021
Q4 		$3.24M Sell
44,921
-955
-2% -$69.6K 0.5% 42
2021
Q3 		$3.11M Buy
45,876
+1,392
+3% +$80.3K 0.52% 42
2021
Q2 		$2.71M Buy
44,484
+1,964
+5% +$109K 0.47% 46
2021
Q1 		$2.25M Buy
42,520
+3,819
+10% +$188K 0.45% 49
2020
Q4 		$1.55M Buy
38,701
+8,974
+30% +$331K 0.32% 63
2020
Q3 		$955K Sell
29,727
-728
-2% -$27.6K 0.22% 79
2020
Q2 		$1.25M Buy
30,455
+420
+1% +$17K 0.29% 61
2020
Q1 		$925K Sell
30,035
-5,517
-16% -$281K 0.26% 67
2019
Q4 		$2.31M Buy
35,552
+3,086
+10% +$181K 0.56% 32
2019
Q3 		$1.85M Buy
32,466
+2,983
+10% +$170K 0.61% 38
2019
Q2 		$1.8M Buy
29,483
+9,290
+46% +$578K 0.51% 40
2019
Q1 		$1.33M Sell
20,193
-11,149
-36% -$750K 0.38% 52
2018
Q4 		$1.95M Sell
31,342
-3,600
-10% -$245K 0.63% 29
2018
Q3 		$2.48M Buy
34,942
+343
+1% +$24.7K 0.81% 24
2018
Q2 		$2.42M Buy
34,599
+2,752
+9% +$183K 0.8% 25
2018
Q1 		$1.89M Buy
31,847
+1,700
+6% +$96.1K 0.65% 30
2017
Q4 		$1.66M Buy
30,147
+8,497
+39% +$437K 0.58% 37
2017
Q3 		$1.08M Sell
21,650
-195
-0.9% -$8.76K 0.46% 56
2017
Q2 		$961K Buy
21,845
+3,166
+17% +$148K 0.47% 53
2017
Q1 		$931K Buy
18,679
+2,174
+13% +$105K 0.48% 51
2016
Q4 		$828K Buy
+16,505
New +$761K 0.44% 55

Other funds holding COP

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
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 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

HCR Wealth Advisors's COP Position: Q2 2026 in Review

HCR Wealth Advisors increased its ConocoPhillips (COP) stake by 6.3% in Q2 2026, buying an estimated $309K and bringing the position to 44,104 shares worth $4.59M. The position accounts for 0.41% of the portfolio, ranked #41.

HCR Wealth Advisors first reported a position in COP in Q4 2016 and has held it in 39 quarters since. The position peaked at $5.48M in Q1 2026. 833 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • HCR Wealth Advisors held 44,104 shares of ConocoPhillips worth $4.59M as of Q2 2026.
  • HCR Wealth Advisors bought 2,608 ConocoPhillips shares in Q2 2026, an estimated $309K.
  • ConocoPhillips made up 0.41% of HCR Wealth Advisors's portfolio in Q2 2026, its #41 holding.
  • HCR Wealth Advisors first reported a position in ConocoPhillips in Q4 2016 and has held it in 39 quarters since.
  • HCR Wealth Advisors's ConocoPhillips position peaked at $5.48M in Q1 2026.
  • 833 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.