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Iams Wealth Management’s ConocoPhillips COP Stock Holding History

Iams 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
2026
Q2 		$1.82M Buy
17,502
+208
+1% +$24.7K 0.55% 58
2026
Q1 		$2.28M Sell
17,294
-2,792
-14% -$309K 0.8% 43
2025
Q4 		$1.88M Buy
20,086
+1,032
+5% +$93.3K 0.68% 50
2025
Q3 		$1.8M Buy
19,054
+1,263
+7% +$119K 0.72% 46
2025
Q2 		$1.6M Sell
17,791
-3,232
-15% -$291K 0.73% 45
2025
Q1 		$2.21M Buy
21,023
+321
+2% +$32K 1.01% 31
2024
Q4 		$2.05M Buy
20,702
+2,499
+14% +$265K 0.94% 30
2024
Q3 		$1.92M Buy
18,203
+1,895
+12% +$208K 0.94% 33
2024
Q2 		$1.87M Buy
16,308
+283
+2% +$34.4K 1.02% 27
2024
Q1 		$1.8M Buy
16,025
+856
+6% +$97.6K 1.1% 23
2023
Q4 		$1.76M Sell
15,169
-851
-5% -$99.6K 1.14% 21
2023
Q3 		$1.92M Buy
+16,020
New +$1.86M 1.33% 17
2023
Q2 		– Sell
-14,005
Closed -$1.44M – 143
2023
Q1 		$1.39M Buy
14,005
+7,457
+114% +$816K 1.16% 19
2022
Q4 		$773K Buy
+6,548
New +$796K 0.79% 42

Other funds holding COP

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
ANRF
Adams Natural Resources Fund Baltimore, Maryland $763M AUM 29.83% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Iams Wealth Management's COP Position: Q2 2026 in Review

Iams Wealth Management increased its ConocoPhillips (COP) stake by 1.2% in Q2 2026, buying an estimated $24.7K and bringing the position to 17,502 shares worth $1.82M. The position accounts for 0.55% of the portfolio, ranked #58.

Iams Wealth Management first reported a position in COP in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.28M in Q1 2026. 864 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Iams Wealth Management held 17,502 shares of ConocoPhillips worth $1.82M as of Q2 2026.
  • Iams Wealth Management bought 208 ConocoPhillips shares in Q2 2026, an estimated $24.7K.
  • ConocoPhillips made up 0.55% of Iams Wealth Management's portfolio in Q2 2026, its #58 holding.
  • Iams Wealth Management first reported a position in ConocoPhillips in Q4 2022 and has held it in 14 quarters since.
  • Iams Wealth Management's ConocoPhillips position peaked at $2.28M in Q1 2026.
  • 864 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Iams Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.