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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
2023
Q3 		– Sell
-30,276
Closed -$3.12M – 131
2023
Q2 		$3.12M Buy
+30,276
New +$3.11M 1.14% 23

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

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. 2,464 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.
  • 2,464 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.