Iams Wealth Management
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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
Q3 		$1.33M Sell
10,650
-6,852
-39% -$849K 0.39% 76
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% -$100K 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Iams Wealth Management's COP Position: Q3 2026 in Review

Iams Wealth Management reduced its ConocoPhillips (COP) stake by 39% in Q3 2026, selling an estimated $849K and leaving 10,650 shares worth $1.33M. The position accounts for 0.39% of the portfolio, ranked #76.

Iams Wealth Management first reported a position in COP in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.28M in Q1 2026. 1,544 funds tracked by Wall St. Rank hold COP as of Q3 2026.

  • Iams Wealth Management held 10,650 shares of ConocoPhillips worth $1.33M as of Q3 2026.
  • Iams Wealth Management sold 6,852 ConocoPhillips shares in Q3 2026, an estimated $849K.
  • ConocoPhillips made up 0.39% of Iams Wealth Management's portfolio in Q3 2026, its #76 holding.
  • Iams Wealth Management first reported a position in ConocoPhillips in Q4 2022 and has held it in 15 quarters since.
  • Iams Wealth Management's ConocoPhillips position peaked at $2.28M in Q1 2026.
  • 1,544 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2026.

Based on Iams Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.