IWA
COP icon

Icon Wealth Advisors’s ConocoPhillips COP Stock Holding History

Icon Wealth Advisors’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 		$1.19M Buy
11,488
+1,274
+12% +$151K 0.07% 166
2026
Q1 		$1.31M Sell
10,214
-1,188
-10% -$132K 0.09% 142
2025
Q4 		$1.06M Sell
11,402
-263
-2% -$23.8K 0.07% 169
2025
Q3 		$1.1M Buy
11,665
+59
+0.5% +$5.58K 0.07% 172
2025
Q2 		$1.04M Sell
11,606
-611
-5% -$55K 0.07% 162
2025
Q1 		$1.28M Sell
12,217
-315
-3% -$31.4K 0.11% 136
2024
Q4 		$1.24M Buy
12,532
+534
+4% +$56.7K 0.1% 136
2024
Q3 		$1.26M Buy
11,998
+183
+2% +$20.1K 0.11% 135
2024
Q2 		$1.31M Buy
11,815
+1,631
+16% +$198K 0.12% 129
2024
Q1 		$1.3M Buy
10,184
+521
+5% +$59.4K 0.12% 126
2023
Q4 		$1.12M Buy
+9,663
New +$1.13M 0.12% 118
2022
Q4 		$1.17M Sell
9,940
-12
-0.1% -$1.46K 0.13% 124
2022
Q3 		$1.02M Buy
+9,952
New +$993K 0.12% 133

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

Icon Wealth Advisors's COP Position: Q2 2026 in Review

Icon Wealth Advisors increased its ConocoPhillips (COP) stake by 12% in Q2 2026, buying an estimated $151K and bringing the position to 11,488 shares worth $1.19M. The position accounts for 0.07% of the portfolio, ranked #166.

Icon Wealth Advisors first reported a position in COP in Q3 2022 and has held it in 13 quarters since. The position peaked at $1.31M in Q2 2024. 2,469 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Icon Wealth Advisors held 11,488 shares of ConocoPhillips worth $1.19M as of Q2 2026.
  • Icon Wealth Advisors bought 1,274 ConocoPhillips shares in Q2 2026, an estimated $151K.
  • ConocoPhillips made up 0.07% of Icon Wealth Advisors's portfolio in Q2 2026, its #166 holding.
  • Icon Wealth Advisors first reported a position in ConocoPhillips in Q3 2022 and has held it in 13 quarters since.
  • Icon Wealth Advisors's ConocoPhillips position peaked at $1.31M in Q2 2024.
  • 2,469 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.