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IAG Wealth Partners’s ConocoPhillips COP Stock Holding History

IAG Wealth Partners’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 		$24.9K Buy
240
+15
+7% +$1.78K ﹤0.01% 286
2026
Q1 		$29.7K Hold
225
– – ﹤0.01% 258
2025
Q4 		$21.1K Hold
225
– – ﹤0.01% 284
2025
Q3 		$21.3K Buy
+225
New +$21.3K ﹤0.01% 298
2024
Q4 		– Sell
-800
Closed -$84.2K – 513
2024
Q3 		$84.2K Buy
800
+775
+3,100% +$85.1K 0.02% 145
2024
Q2 		$2.86K Buy
+25
New +$3.04K ﹤0.01% 433
2023
Q3 		– Sell
-12
Closed -$1.24K – 455
2023
Q2 		$1.24K Buy
+12
New +$1.23K ﹤0.01% 414
2023
Q1 		– Sell
-139
Closed -$16.4K – 458
2022
Q4 		$16.4K Buy
139
+103
+286% +$12.5K ﹤0.01% 236
2022
Q3 		$4K Hold
36
– – ﹤0.01% 354
2022
Q2 		$3K Hold
36
– – ﹤0.01% 365
2022
Q1 		$4K Buy
+36
New +$3.31K ﹤0.01% 364

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

IAG Wealth Partners's COP Position: Q2 2026 in Review

IAG Wealth Partners increased its ConocoPhillips (COP) stake by 6.7% in Q2 2026, buying an estimated $1.78K and bringing the position to 240 shares worth $24.9K. The position accounts for ﹤0.01% of the portfolio, ranked #286.

IAG Wealth Partners first reported a position in COP in Q1 2022 and has held it in 11 quarters since. The position peaked at $84.2K in Q3 2024. 2,469 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • IAG Wealth Partners held 240 shares of ConocoPhillips worth $24.9K as of Q2 2026.
  • IAG Wealth Partners bought 15 ConocoPhillips shares in Q2 2026, an estimated $1.78K.
  • ConocoPhillips made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #286 holding.
  • IAG Wealth Partners first reported a position in ConocoPhillips in Q1 2022 and has held it in 11 quarters since.
  • IAG Wealth Partners's ConocoPhillips position peaked at $84.2K in Q3 2024.
  • 2,469 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.