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High Net Worth Advisory Group’s ConocoPhillips COP Stock Holding History

High Net Worth Advisory Group’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 		$201K Buy
+1,520
New +$168K 0.05% 236
2023
Q1 		– Sell
-202
Closed -$23.8K – 263
2022
Q4 		$23.8K Hold
202
– – 0.01% 417
2022
Q3 		$21K Hold
202
– – 0.01% 444
2022
Q2 		$18K Hold
202
– – 0.01% 464
2022
Q1 		$20K Sell
202
-150
-43% -$13.8K 0.01% 453
2021
Q4 		$25K Buy
+352
New +$25.6K 0.01% 432

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

High Net Worth Advisory Group's COP Position: Q1 2026 in Review

High Net Worth Advisory Group opened a new position in ConocoPhillips (COP) in Q1 2026: 1,520 shares worth $201K. The stake represents 0.05% of the portfolio and ranks #236 among its holdings. This is a return to the name: High Net Worth Advisory Group previously reported a position in COP as recently as Q4 2022.

High Net Worth Advisory Group first reported a position in COP in Q4 2021 and has held it in 6 quarters since. 2,558 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • High Net Worth Advisory Group held 1,520 shares of ConocoPhillips worth $201K as of Q1 2026.
  • ConocoPhillips was a new High Net Worth Advisory Group position in Q1 2026.
  • ConocoPhillips made up 0.05% of High Net Worth Advisory Group's portfolio in Q1 2026, its #236 holding.
  • High Net Worth Advisory Group first reported a position in ConocoPhillips in Q4 2021 and has held it in 6 quarters since.
  • 2,558 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.