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HHM Wealth Advisors’s ConocoPhillips COP Stock Holding History

HHM 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 		$21.7K Buy
209
+76
+57% +$9.01K ﹤0.01% 519
2026
Q1 		$17.6K Sell
133
-97
-42% -$10.7K ﹤0.01% 535
2025
Q4 		$21.5K Hold
230
– – ﹤0.01% 487
2025
Q3 		$21.8K Buy
230
+20
+10% +$1.89K ﹤0.01% 497
2025
Q2 		$18.8K Hold
210
– – ﹤0.01% 520
2025
Q1 		$22.1K Hold
210
– – ﹤0.01% 486
2024
Q4 		$20.8K Hold
210
– – ﹤0.01% 494
2024
Q3 		$22.1K Sell
210
-11
-5% -$1.21K ﹤0.01% 448
2024
Q2 		$25.3K Sell
221
-168
-43% -$20.4K ﹤0.01% 425
2024
Q1 		$49.5K Hold
389
– – 0.01% 300
2023
Q4 		$45.2K Hold
389
– – 0.01% 303
2023
Q3 		$46.6K Sell
389
-13
-3% -$1.51K 0.01% 281
2023
Q2 		$41.7K Hold
402
– – 0.01% 309
2023
Q1 		$39.9K Buy
402
+192
+91% +$21K 0.01% 306
2022
Q4 		$24.8K Sell
210
-185
-47% -$22.5K 0.01% 338
2022
Q3 		$40K Sell
395
-4,215
-91% -$420K 0.01% 261
2022
Q2 		$414K Sell
4,610
-771
-14% -$79.4K 0.11% 72
2022
Q1 		$538K Buy
5,381
+175
+3% +$16.1K 0.13% 67
2021
Q4 		$376K Hold
5,206
– – 0.09% 85
2021
Q3 		$353K Buy
5,206
+756
+17% +$43.6K 0.1% 86
2021
Q2 		$271K Buy
4,450
+545
+14% +$30.4K 0.07% 107
2021
Q1 		$207K Buy
3,905
+1,010
+35% +$49.8K 0.06% 109
2020
Q4 		$116K Sell
2,895
-300
-9% -$11.1K 0.04% 153
2020
Q3 		$105K Hold
3,195
– – 0.04% 140
2020
Q2 		$134K Hold
3,195
– – 0.06% 107
2020
Q1 		$98K Buy
+3,195
New +$163K 0.05% 121

Other funds holding COP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

HHM Wealth Advisors increased its ConocoPhillips (COP) stake by 57% in Q2 2026, buying an estimated $9.01K and bringing the position to 209 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #519.

HHM Wealth Advisors first reported a position in COP in Q1 2020 and has held it in 26 quarters since. The position peaked at $538K in Q1 2022. 2,448 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • HHM Wealth Advisors held 209 shares of ConocoPhillips worth $21.7K as of Q2 2026.
  • HHM Wealth Advisors bought 76 ConocoPhillips shares in Q2 2026, an estimated $9.01K.
  • ConocoPhillips made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #519 holding.
  • HHM Wealth Advisors first reported a position in ConocoPhillips in Q1 2020 and has held it in 26 quarters since.
  • HHM Wealth Advisors's ConocoPhillips position peaked at $538K in Q1 2022.
  • 2,448 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

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