Insight Wealth Partners
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Insight Wealth Partners’s ConocoPhillips COP Stock Holding History

Insight Wealth Partners’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 		$385K Buy
3,078
+28
+0.9% +$3.47K 0.05% 95
2026
Q2 		$317K Buy
3,050
+30
+1% +$3.56K 0.04% 104
2026
Q1 		$399K Hold
3,020
– – 0.06% 86
2025
Q4 		$283K Buy
3,020
+28
+0.9% +$2.53K 0.04% 93
2025
Q3 		$283K Buy
2,992
+23
+0.8% +$2.18K 0.09% 95
2025
Q2 		$266K Buy
2,969
+18
+0.6% +$1.62K 0.1% 91
2025
Q1 		$310K Sell
2,951
-88
-3% -$8.78K 0.05% 87
2024
Q4 		$301K Buy
3,039
+131
+5% +$13.9K 0.04% 84
2024
Q3 		$306K Sell
2,908
-32
-1% -$3.52K 0.06% 85
2024
Q2 		$336K Buy
2,940
+71
+2% +$8.62K 0.06% 74
2024
Q1 		$365K Buy
2,869
+26
+0.9% +$2.97K 0.06% 70
2023
Q4 		$330K Buy
2,843
+32
+1% +$3.74K 0.06% 64
2023
Q3 		$337K Buy
2,811
+36
+1% +$4.18K 0.07% 58
2023
Q2 		$288K Buy
2,775
+29
+1% +$2.98K 0.07% 61
2023
Q1 		$272K Buy
2,746
+22
+0.8% +$2.41K 0.06% 52
2022
Q4 		$321K Buy
2,724
+4
+0.1% +$486 0.24% 42
2022
Q3 		$278K Sell
2,720
-490
-15% -$48.9K 0.26% 47
2022
Q2 		$288K Buy
3,210
+447
+16% +$46.1K 0.22% 46
2022
Q1 		$276K Sell
2,763
-14
-0.5% -$1.29K 0.15% 64
2021
Q4 		$200K Buy
+2,777
New +$202K 0.04% 81

Other funds holding COP

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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Insight Wealth Partners's COP Position: Q3 2026 in Review

Insight Wealth Partners increased its ConocoPhillips (COP) stake by 0.92% in Q3 2026, buying an estimated $3.47K and bringing the position to 3,078 shares worth $385K. The position accounts for 0.05% of the portfolio, ranked #95.

Insight Wealth Partners first reported a position in COP in Q4 2021 and has held it in 20 quarters since. The position peaked at $399K in Q1 2026. 1,041 funds tracked by Wall St. Rank hold COP as of Q3 2026.

  • Insight Wealth Partners held 3,078 shares of ConocoPhillips worth $385K as of Q3 2026.
  • Insight Wealth Partners bought 28 ConocoPhillips shares in Q3 2026, an estimated $3.47K.
  • ConocoPhillips made up 0.05% of Insight Wealth Partners's portfolio in Q3 2026, its #95 holding.
  • Insight Wealth Partners first reported a position in ConocoPhillips in Q4 2021 and has held it in 20 quarters since.
  • Insight Wealth Partners's ConocoPhillips position peaked at $399K in Q1 2026.
  • 1,041 funds tracked by Wall St. Rank held ConocoPhillips as of Q3 2026.

Based on Insight Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.