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Horizons Wealth Management’s ConocoPhillips COP Stock Holding History

Horizons Wealth Management’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
Q2 		– Sell
-33
Closed -$3.47K – 180
2025
Q1 		$3.47K Hold
33
– – ﹤0.01% 163
2024
Q4 		$3.27K Hold
33
– – ﹤0.01% 156
2024
Q3 		$3.47K Hold
33
– – ﹤0.01% 157
2024
Q2 		$3.77K Hold
33
– – ﹤0.01% 156
2024
Q1 		$3.83K Hold
33
– – ﹤0.01% 156
2023
Q4 		$3.83K Hold
33
– – ﹤0.01% 156
2023
Q3 		$3.95K Hold
33
– – ﹤0.01% 157
2023
Q2 		$3.42K Buy
+33
New +$3.39K ﹤0.01% 182

Other funds holding COP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Horizons Wealth Management's COP Position: Q2 2025 in Review

Horizons Wealth Management sold out of ConocoPhillips (COP) in Q2 2025, closing a stake of 33 shares — an estimated $3.47K sold.

Horizons Wealth Management first reported a position in COP in Q2 2023 and held it in 8 quarters. The position peaked at $3.95K in Q3 2023. 2,290 funds tracked by Wall St. Rank hold COP as of Q2 2025.

  • Horizons Wealth Management reported no remaining ConocoPhillips position as of Q2 2025 after selling out during the quarter.
  • Horizons Wealth Management sold 33 ConocoPhillips shares in Q2 2025, an estimated $3.47K.
  • Horizons Wealth Management first reported a position in ConocoPhillips in Q2 2023 and held it in 8 quarters.
  • Horizons Wealth Management's ConocoPhillips position peaked at $3.95K in Q3 2023.
  • 2,290 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2025.

Based on Horizons Wealth Management's 13F filing for Q2 2025, filed 7 Jul 2025.