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Independence Wealth Advisors (Ohio)’s ConocoPhillips COP Stock Holding History

Independence Wealth Advisors (Ohio)’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 		$359K Buy
3,450
+481
+16% +$57K 0.18% 54
2026
Q1 		$392K Buy
+2,969
New +$329K 0.21% 54

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

Independence Wealth Advisors (Ohio)'s COP Position: Q2 2026 in Review

Independence Wealth Advisors (Ohio) increased its ConocoPhillips (COP) stake by 16% in Q2 2026, buying an estimated $57K and bringing the position to 3,450 shares worth $359K. The position accounts for 0.18% of the portfolio, ranked #54.

Independence Wealth Advisors (Ohio) first reported a position in COP in Q1 2026 and has held it in 2 quarters since. The position peaked at $392K in Q1 2026. 2,448 funds tracked by Wall St. Rank hold COP as of Q2 2026.

  • Independence Wealth Advisors (Ohio) held 3,450 shares of ConocoPhillips worth $359K as of Q2 2026.
  • Independence Wealth Advisors (Ohio) bought 481 ConocoPhillips shares in Q2 2026, an estimated $57K.
  • ConocoPhillips made up 0.18% of Independence Wealth Advisors (Ohio)'s portfolio in Q2 2026, its #54 holding.
  • Independence Wealth Advisors (Ohio) first reported a position in ConocoPhillips in Q1 2026 and has held it in 2 quarters since.
  • Independence Wealth Advisors (Ohio)'s ConocoPhillips position peaked at $392K in Q1 2026.
  • 2,448 funds tracked by Wall St. Rank held ConocoPhillips as of Q2 2026.

Based on Independence Wealth Advisors (Ohio)'s 13F filing for Q2 2026, filed 14 Aug 2026.