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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
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% +$2.17K 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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Insight Wealth Partners's COP Position: Q1 2026 in Review

Insight Wealth Partners held its ConocoPhillips (COP) position steady in Q1 2026 at 3,020 shares worth $399K. The position accounts for 0.06% of the portfolio, ranked #86.

Insight Wealth Partners first reported a position in COP in Q4 2021 and has held it in 18 quarters since. 2,559 funds tracked by Wall St. Rank hold COP as of Q1 2026.

  • Insight Wealth Partners held 3,020 shares of ConocoPhillips worth $399K as of Q1 2026.
  • Insight Wealth Partners left its ConocoPhillips share count unchanged in Q1 2026.
  • ConocoPhillips made up 0.06% of Insight Wealth Partners's portfolio in Q1 2026, its #86 holding.
  • Insight Wealth Partners first reported a position in ConocoPhillips in Q4 2021 and has held it in 18 quarters since.
  • 2,559 funds tracked by Wall St. Rank held ConocoPhillips as of Q1 2026.

Based on Insight Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.