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 Q3	$30K	Hold	240	–	–	﹤0.01%	280
2026 Q2	$25K	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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

IAG Wealth Partners's COP Position: Q3 2026 in Review

IAG Wealth Partners held its ConocoPhillips (COP) position steady in Q3 2026 at 240 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #280.

IAG Wealth Partners first reported a position in COP in Q1 2022 and has held it in 12 quarters since. The position peaked at $84.2K in Q3 2024. 1,544 funds tracked by Wall St. Rank hold COP as of Q3 2026.

IAG Wealth Partners held 240 shares of ConocoPhillips worth $30K as of Q3 2026.
IAG Wealth Partners left its ConocoPhillips share count unchanged in Q3 2026.
ConocoPhillips made up ﹤0.01% of IAG Wealth Partners's portfolio in Q3 2026, its #280 holding.
IAG Wealth Partners first reported a position in ConocoPhillips in Q1 2022 and has held it in 12 quarters since.
IAG Wealth Partners's ConocoPhillips position peaked at $84.2K in Q3 2024.
1,544 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2026.

Based on IAG Wealth Partners's 13F filing for Q3 2026, filed 6 Nov 2026.