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 Q2	–	Sell	-1,520	Closed	-$201K	–	252
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

High Net Worth Advisory Group's COP Position: Q2 2026 in Review

High Net Worth Advisory Group sold out of ConocoPhillips (COP) in Q2 2026, closing a stake of 1,520 shares — an estimated $201K sold.

High Net Worth Advisory Group first reported a position in COP in Q4 2021 and held it in 6 quarters. The position peaked at $201K in Q1 2026. 2,464 funds tracked by Wall St. Rank hold COP as of Q2 2026.

High Net Worth Advisory Group reported no remaining ConocoPhillips position as of Q2 2026 after selling out during the quarter.
High Net Worth Advisory Group sold 1,520 ConocoPhillips shares in Q2 2026, an estimated $201K.
High Net Worth Advisory Group first reported a position in ConocoPhillips in Q4 2021 and held it in 6 quarters.
High Net Worth Advisory Group's ConocoPhillips position peaked at $201K in Q1 2026.
2,464 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.