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Heartwood Wealth Advisors’s ConocoPhillips COP Stock Holding History

Heartwood 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
2025
Q4 		– Sell
-1,117
Closed -$106K – 287
2025
Q3 		$106K Buy
+1,117
New +$106K 0.01% 248

Other funds holding COP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Heartwood Wealth Advisors's COP Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of ConocoPhillips (COP) in Q4 2025, closing a stake of 1,117 shares — an estimated $106K sold.

Heartwood Wealth Advisors first reported a position in COP in Q3 2025 and held it in 1 quarter. The position peaked at $106K in Q3 2025. 2,359 funds tracked by Wall St. Rank hold COP as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining ConocoPhillips position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 1,117 ConocoPhillips shares in Q4 2025, an estimated $106K.
  • Heartwood Wealth Advisors first reported a position in ConocoPhillips in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's ConocoPhillips position peaked at $106K in Q3 2025.
  • 2,359 funds tracked by Wall St. Rank held ConocoPhillips as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.